Catherine Constance Christ

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:

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

Current Employers

Employment History

• 05/2015 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2015 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA

Previous Registrations

• 2012-02-03 → 2015-04-30
  Kestra Investment Services, Llc
  Rolling Meadows, IL
  Irvine, CA
  Glendale, CA
• 2010-03-29 → 2010-07-20
  Benefit Financial Services Group
  Irvine, CA

Other Businesses

1.NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY ADMINISTRATIVE REPRESENTATIVE START DATE: 2014 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES; 2. NAME OF OTHER BUSINESS: CO-TRUSTEE OF PARENTS FAMILY TRUST; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL ADDRESS; NATURE OF BUSINESS: TRUST; START DATE: 06/2017; POSITION/TITLE/RELATIONSHIP: CO-TRUSTEE; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: CO-TRUSTEE OF PARENTS FAMILY TRUST;

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-07-30
• S65 Uniform Investment Adviser Law Examination
  2010-03-26