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Jeffrey Todd Brewer

Creative Planning Institutional Advisors, LLC

Charlotte, NC

Newport Beach, CA

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Current Employers
Creative Planning Institutional Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-20
SC RA APPROVED 2026-07-20
  • NC RA
    APPROVED
    Since 2026-07-20
  • SC RA
    APPROVED
    Since 2026-07-20

Branch Locations

Charlotte, NC • 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
Transamerica Retirment Solutions Charlotte NC 02/2013 12/2016
Diversified Investors Securities Corp. Charlotte NC 02/2013 08/2017
Lincoln Financial Advisors Corporation Charlotte NC 08/2017 05/2024
Lincoln Financial Distributors, Inc. Fort Wayne IN 05/2024 06/2026
Creative Planning Institutional Advisors, Llc Newport Beach CA 07/2026 Present
  • 02/2013 → 12/2016
    Transamerica Retirment Solutions
    Charlotte, NC
  • 02/2013 → 08/2017
    Diversified Investors Securities Corp.
    Charlotte, NC
  • 08/2017 → 05/2024
    Lincoln Financial Advisors Corporation
    Charlotte, NC
  • 05/2024 → 06/2026
    Lincoln Financial Distributors, Inc.
    Fort Wayne, IN
  • 07/2026 → Present
    Creative Planning Institutional Advisors, Llc
    Newport Beach, CA
Previous Registrations
  • 2017-08-29 → 2024-05-02
    Osaic Fa, Inc.
    Charlotte, NC
    Charlotte, NC
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
  • 2014-05-28 → 2016-12-31
    Transamerica Retirement Advisors, Llc
    Charlotte, NC
  • 2012-06-15 → 2012-10-15
    Osaic Fa, Inc.
    Charlotte, NC
    Fort Wayne, IN
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-21
S63 Uniform Securities Agent State Law Examination 2003-08-05
  • S65 Uniform Investment Adviser Law Examination
    2014-06-21
  • S63 Uniform Securities Agent State Law Examination
    2003-08-05
Designations
Other Names
  • Jeffrey Brewer
  • Jeff Brewer

View on SEC IAPD

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