Jeffrey Micheal Gratton

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

• 01/2010 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 01/2013 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2013-11-20 → 2020-05-11
  Cetera Wealth Services, Llc
  Kansas City, MO
  Wayzata, MN
  Lenexa, KS
  Newport Beach, CA

Other Businesses

(1) SAGEVIEW ADVISORY GROUP, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 01/24/2008, 40HRS/WK (32.5 TRADING HOURS), ADVISORY REPRESENTATIVE; (2) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 12/06/2011, 0HRS/WK (NON-TRADING HOURS), INSURANCE AGENT - SELLS ANNUITIES; (3) NAME OF OTHER BUSINESS: AJC LLC ; INVESTMENT RELATED: NO ; ADDRESS: 350 HIGHCROFT LN, WAYZATA, MN 55391 NATURE OF BUSINESS: COMMERCIAL REAL ESTATE ; START DATE: 07/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER / OPERATOR ; APX NUMBER OF HOURS PER WEEK: 3 ; APX NUMBER OF HOURS DURING TRADING HOURS: 3 ; BRIEF DESCRIPTION OF DUTIES: COMMERICAL REAL ESTATE ;

Exams

• S66 Uniform Combined State Law Examination
  2012-01-07

Other Names

• Jeffrey M Gratton