Cullen Krull Reif

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

• 02/2016 → 05/2022
  Nfp Advisor Services, Llc.
  Minnetonka, MN
• 04/2019 → 05/2022
  Kestra Investment Services, Llc
  Plymouth, MN
• 01/2022 → 05/2022
  Kestra Advisory Services, Llc
  Plymouth, MN
• 05/2022 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 09/2022 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2022-01-18 → 2022-05-04
  Kestra Advisory Services, Llc
  Austin, TX
  Plymouth, MN

Other Businesses

1.NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: RETIREMENT PLAN CONSULTANT START DATE: 05/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: CONSULTING FOR RETIREMENT PLAN CLIENTS

Exams

• S66 Uniform Combined State Law Examination
  2022-01-14