Steven Donald Woodley

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

• 12/2011 → 02/2017
  Lpl Financial Llc
  Golden Valley, MN
• 12/2014 → Present
  Resources Investment Advisors, Inc.
  Leawood, KS
• 12/2014 → Present
  Bukaty Companies Financial Services
  Golden Valley, MN
• 02/2017 → Present
  Triad Advisors, Inc.
  Norcross, GA
• 11/2021 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA

Previous Registrations

• 2014-12-22 → 2022-01-06
  Onedigital
  Golden Valley, MN
  Overland Park, KS
• 2014-01-21 → 2017-03-02
  Lpl Financial Llc
  Golden Valley, MN
• 2014-12-23 → 2014-12-31
  Onedigital
  Golden Valley, MN
  Overland Park, KS
• 2014-01-28 → 2014-12-31
  Financial Advocates Advisory Services
  Olympia, WA

Other Businesses

Steven Woodley LLC;Investment related;6117 Abbott Ave South,Edina,MN 55410;dba;owner/partner;1/1/2016;40 hrs/month;6.5 hrs during trading;provide retirement plan consulting services

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-07-25