Winston C Ventura

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

• 11/2012 → 12/2018
  Lpl Financial, Llc
  San Diego, CA
• 01/2014 → 12/2018
  Independent Financial Partners
  San Diego, CA
• 12/2018 → 06/2023
  Resources Investment Advisors
  Overland Park, KS
• 01/2019 → 05/2023
  Triad Advisors
  Norcross, GA
• 05/2023 → Present
  Sageview Advisory Group
  Newport Beach, CA
• 06/2023 → 12/2024
  Winston Ventura Inc
  San Diego, CA
• 06/2023 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  Creative Planning, Llc
  San Diego, CA

Previous Registrations

• 2023-05-09 → 2026-03-03
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
  San Diego, CA
• 2018-12-05 → 2023-07-10
  Onedigital
  San Diego, CA
  Overland Park, KS
• 2014-01-31 → 2018-12-31
  Independent Financial Partners
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-01-21