Best Investors Account Sign in
Inactive

Lukas Joseph Arnerich

Creative Planning Institutional Advisors, LLC

Newport Beach, CA

Portland, OR

CRD 5773954

Claim This Profile
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:

Current Employers
Creative Planning Institutional Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2021-04-01
  • OR RA
    APPROVED
    Since 2021-04-01

Branch Locations

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

650 Ne Holladay St. Ste 1600, Portland, OR 97232 • 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
Arnerich Massena, Inc. Portland OR 03/2013 12/2020
Creative Planning Institutional Advisors, Llc Newport Beach CA 03/2021 Present
Previous Registrations
  • 2013-07-05 → 2020-12-31
    Arnerich Massena, Inc.
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-05
  • S65 Uniform Investment Adviser Law Examination
    2013-07-05
Other Names
  • Luka Joseph Arnerich
  • Lukas Arnerich

View on SEC IAPD

More in Newport Beach, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor