Julie Jiyoun Kim

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

• 01/2013 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2013 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA

Previous Registrations

• 2012-08-28 → 2013-04-16
  Cetera Wealth Services, Llc
  Newport Beach, CA
  Lake Forest, CA
• 2011-08-26 → 2012-07-27
  Wells Fargo Insurance Services Investment Advisors, Inc.
  San Francisco, CA
  Torrance, CA

Other Businesses

NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY INVESTMENT RELATED: YES ADDRESS: SAME AS BRANCH NATURE OF BUSINESS: POSITION/TITLE/RELATIONSHIP: START DATE: APPROX. NUMBER OF HOURS PER MONTH: APPROX. NUMBER OF HOURS DURING TRADING HOURS: BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES OFFERED THROUGH THE BROKER-DEALER

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-19
• S63 Uniform Securities Agent State Law Examination
  2006-12-21

Other Names

• Julie Jiyoun Kim