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Christine Emma Quintero

Creative Planning

Overland Park, KS

Westlake Village, CA

Creative Planning Institutional Advisors, LLC

Westlake Village, CA

Newport Beach, CA

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-11
  • CA RA
    APPROVED
    Since 2025-12-11

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

3027 Townsgate Road, Suite 250, Westlake Village, CA 91361 • United States

Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-06-17
  • CA RA
    APPROVED
    Since 2022-06-17

Branch Locations

3027 Townsgate Rd Ste 250, Westlake Village, CA 91361 • United States

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Financial Consultants Westlake Village CA 07/2008 12/2022
Summit Financial Consultants Westlake Village CA 02/2021 12/2022
Creative Planning Institutional Advisors, Llc Newport Beach CA 06/2022 Present
Creative Planning, Llc Westlake Village CA 12/2025 Present
  • 07/2008 → 12/2022
    Summit Financial Consultants
    Westlake Village, CA
  • 02/2021 → 12/2022
    Summit Financial Consultants
    Westlake Village, CA
  • 06/2022 → Present
    Creative Planning Institutional Advisors, Llc
    Newport Beach, CA
  • 12/2025 → Present
    Creative Planning, Llc
    Westlake Village, CA
Previous Registrations
  • 2021-04-23 → 2022-12-22
    Summit Financial Consultants, Inc.
    Westlake Village, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-23
  • S65 Uniform Investment Adviser Law Examination
    2021-04-23
Other Names
  • Christine Emma Zuniga
  • Christine E Zuniga
  • Christy Quintero

View on SEC IAPD

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