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CRD 2158914
Creative Planning Institutional Advisors, LLC CRD 126777
$37.5B regulatory AUM 1,732 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-27 |
Branch Locations
Scottsdale, AZ • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-23 |
Branch Locations
Scottsdale, AZ • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma Retirement Corporation | Washington | DC | 02/2015 | 02/2018 |
| Innovest Portfolio Solutions, Llc | Scottsdale | AZ | 07/2018 | 04/2025 |
| Creative Planning, Llc | Overland Park | KS | 04/2025 | Present |
| Unemployed | Scottsdale | AZ | 02/2018 | 07/2018 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-19 |
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