Panfilo Costantini

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

• 10/2014 → 06/2018
  Lpl Financial, Llc
  San Mateo, CA
• 01/2017 → 06/2018
  Global Retirement Partners, Llc
  San Rafael, CA
• 07/2018 → 11/2020
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 07/2018 → 11/2020
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 12/2013 → 11/2020
  Sequoia Consulting Group
  San Mateo, CA
• 11/2020 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 03/2021 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2018-08-18 → 2020-11-18
  World Investment Advisors, Llc
  San Mateo, CA
• 2017-05-01 → 2018-07-02
  Global Retirement Partners Llc
  San Mateo, CA
  San Rafael, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: RETIREMENT PLAN CONSULTANT START DATE: 11/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DEVELOP AND RETAIN CLIENT BUSINESS AS IT RELATES TO INSTITUTIONAL RETIREMENT PLANS

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-01
• S63 Uniform Securities Agent State Law Examination
  1999-06-18

Other Names

• Phil Costantini