Best Investors Account Sign in
Inactive

Gina Kim Seid

Creative Planning

Irvine, CA

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-30
  • CA RA
    APPROVED
    Since 2026-04-30

Branch Locations

1 Park Plaza, Suite 700, Irvine, CA 92614 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Morgan Stanley Irvine CA 05/2017 03/2023
Edward Jones Fountain Valley CA 09/2015 04/2017
First Republic Securities Company, Llc Los Angeles CA 03/2023 05/2023
First Republic Investment Management, Inc Los Angeles CA 03/2023 05/2023
Wells Fargo Clearing Services, Llc Beverly Hills CA 05/2023 07/2023
Morgan Stanley Newport Beach CA 08/2023 05/2025
Unemployed Irvine CA 05/2025 04/2026
Creative Planning, Llc Irvine CA 04/2026 Present
  • 05/2017 → 03/2023
    Morgan Stanley
    Irvine, CA
  • 09/2015 → 04/2017
    Edward Jones
    Fountain Valley, CA
  • 03/2023 → 05/2023
    First Republic Securities Company, Llc
    Los Angeles, CA
  • 03/2023 → 05/2023
    First Republic Investment Management, Inc
    Los Angeles, CA
  • 05/2023 → 07/2023
    Wells Fargo Clearing Services, Llc
    Beverly Hills, CA
  • 08/2023 → 05/2025
    Morgan Stanley
    Newport Beach, CA
  • 05/2025 → 04/2026
    Unemployed
    Irvine, CA
  • 04/2026 → Present
    Creative Planning, Llc
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-18
  • S66 Uniform Combined State Law Examination
    2017-12-18
Designations
Other Names
  • Gina Nguyen
  • Gina Kim Nguyen

View on SEC IAPD

Other Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BENEFIT FINANCIAL SERVICES GROUP

Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor