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Current Employers
Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-11-19
MO RA APPROVED 2024-03-15
  • KS RA
    APPROVED
    Since 2024-11-19
  • MO RA
    APPROVED
    Since 2024-03-15

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cognios Capital, Llc Leawood KS 01/2016 05/2017
Alps Distributors, Inc. Denver CO 02/2016 05/2017
Msec, Llc Overland Park KS 06/2017 03/2024
Mariner Retirement Advisors Overland Park KS 06/2017 06/2018
Mariner Wealth Advisors Overland Park KS 06/2018 02/2024
Sageview Advisory Group Kansas City MO 02/2024 Present
Cetera Wealth Services, Llc El Segundo CA 04/2024 12/2025
Creative Planning Institutional Advisors, Llc Newport Beach CA 02/2024 Present
  • 01/2016 → 05/2017
    Cognios Capital, Llc
    Leawood, KS
  • 02/2016 → 05/2017
    Alps Distributors, Inc.
    Denver, CO
  • 06/2017 → 03/2024
    Msec, Llc
    Overland Park, KS
  • 06/2017 → 06/2018
    Mariner Retirement Advisors
    Overland Park, KS
  • 06/2018 → 02/2024
    Mariner Wealth Advisors
    Overland Park, KS
  • 02/2024 → Present
    Sageview Advisory Group
    Kansas City, MO
  • 04/2024 → 12/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 02/2024 → Present
    Newport Beach, CA
Previous Registrations
  • 2018-06-28 → 2024-03-04
    Overland Park, KS
  • 2017-06-15 → 2018-07-03
    Mariner Retirement Advisors, Llc
    Leawood, KS
  • 2016-04-26 → 2017-05-30
    Cognios Capital, Llc
    Leawood, KS
Other Businesses

1. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP - CRD # 126777; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISER; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: RETIREMENT PLAN ADVISOR FOR SAGEVIEW. 2. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: SENIOR RETIREMENT PLAN CONSULTANT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: WORK WITH THE INSTITUTIONAL TEAM PROVING CONSULTING SERVICES TO PLAN SPONSORS ON THEIR CORPORATE RETIREMENT PLANS;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-26
S63 Uniform Securities Agent State Law Examination 2012-08-04
  • S65 Uniform Investment Adviser Law Examination
    2016-04-26
  • S63 Uniform Securities Agent State Law Examination
    2012-08-04
Other Names
  • John Fletcher
  • John Aylward Fletcher
  • John A Fletcher
  • Jack Aylward Fletcher
  • Jack Fletcher
  • Jack Fletcher

View on SEC IAPD

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