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Creative Planning Institutional Advisors, LLC CRD 126777
$37.5B regulatory AUM 1,732 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-10-10 |
Branch Locations
2355 E. Camelback Rd. Suite 500, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2007 | 09/2019 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-13 |
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