Brien Todd Stewart

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 01/2013 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Creative Planning, Llc
  Overlandpark, KS

Previous Registrations

• 2009-12-04 → 2015-12-31
  Sageview Private Client Group, Llc
  Knoxville, TN

Exams

• S66 Uniform Combined State Law Examination
  2008-03-03

Designations

• Chartered Financial Analyst

Other Names

• Brian Todd Stewart