Stephen Richard Popper

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
• 10/2006 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA

Other Businesses

(1) NAME OF OTHER BUSINESS: SPECIAL SURFERS; INVESTMENT RELATED: NO ADDRESS: P.O. BOX 752, SACO, ME 04072 NATURE OF BUSINESS: NON-PROFIT START DATE: 12/16/2025 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER MONTH: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: STRATEGIC BOARD MEMBER, FOCUSING ON INCREASING COMMUNITY INVOLVEMENT AND FUND RAISING; (2) NAME OF OTHER BUSINESS: PENSION ACTION CENTER AT UMASS ; INVESTMENT RELATED: NO ADDRESS: 100 MORRISSEY BLVD, BOSTON, MA 02125 ; NATURE OF BUSINESS: BOARD MEMBER ; START DATE: 01/202 POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: PROVIDE GUIDANCE AND INSIGHT ON PROCESSED AND PROVIDING ACCESS TO NETWORKS. FUNDRAISING ;

Exams

• S66 Uniform Combined State Law Examination
  2007-01-02
• S63 Uniform Securities Agent State Law Examination
  2000-09-06

Other Names

• Stephen Richard Popper