Garrett Justin Stinson

Employer firm

Creative Planning Institutional Advisors, LLC CRD 126777

$37.5B regulatory AUM 1,732 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

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

Current Employers

Creative Planning Institutional Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2014-03-06
GA	RA	APPROVED	2014-03-05
MI	RA	APPROVED	2014-03-05
CA	RA	APPROVED	2014-03-04
NE	RA	APPROVED	2014-03-04

TX RA
APPROVED_RES

Since 2014-03-06
GA RA
APPROVED

Since 2014-03-05
MI RA
APPROVED

Since 2014-03-05
CA RA
APPROVED

Since 2014-03-04
NE RA
APPROVED

Since 2014-03-04

Branch Locations

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

Organization	City	State	From	To
Bowermaster & Assoc.	Downey	CA	06/1997	Present
Safeco Investment Services, Inc.	Downey	CA	09/1998	Present
Cetera Advisor Networks Llc	El Segundo	CA	03/2014	12/2019
Creative Planning Institutional Advisors, Llc	Newport Beach	CA	03/2014	Present

06/1997 → Present

Bowermaster & Assoc.

Downey, CA
09/1998 → Present

Safeco Investment Services, Inc.

Downey, CA
03/2014 → 12/2019

Cetera Advisor Networks Llc

El Segundo, CA
03/2014 → Present

Creative Planning Institutional Advisors, Llc

Newport Beach, CA

Previous Registrations

2007-07-09 → 2014-02-28

Signator Financial Services, Inc.

Cypress, CA

Irvine, CA

Other Businesses

1.NAME OF OTHER BUSINESS: SAGEVIEW INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 02/2014 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2014 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES 5. NAME OF OTHER BUSINESS: GARRETT STINSON GROUP ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: DBA NAME ; POSITION/TITLE/RELATIONSHIP: OWNER / ADVISOR ; START DATE: 04/2019 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: RETIREMENT PLAN ADVISOR ;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-07-06
S63	Uniform Securities Agent State Law Examination	1998-12-31

S65 Uniform Investment Adviser Law Examination

2007-07-06
S63 Uniform Securities Agent State Law Examination

1998-12-31

View on SEC IAPD