Desiree Diane Cruise

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

• 12/2015 → 04/2022
  The Prudential Insurance Company Of America
  Redondo Beach, CA
• 12/2015 → 04/2022
  Prudential Investment Management Services
  Redondo Beach, CA
• 04/2022 → 08/2025
  Gwfs Equities, Inc.
  Irvine, CA
• 08/2025 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 09/2025 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-10
• S63 Uniform Securities Agent State Law Examination
  2014-04-23

Other Names

• Desiree Diane Rodriquez
• Desiree Diane Allred
• Desiree Diane Allred