Clinton Edward Heine

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

• 01/2013 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2009 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA

Previous Registrations

• 2007-04-02 → 2009-03-12
  Hrh Investment Advisors, Llc
  Lombard, IL

Other Businesses

(1) NAME OF OTHER BUSINESS: DBA SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 2010 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: RETIREMENT PLAN CONSULTING. (2) NAME OF OTHER BUSINESS: SAGE IRA INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PRIVATE LABEL IRA OFFERING ; START DATE: 12/2020 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: PLATFORM FOR SELF-DIRECTED IRA ;

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-21
• S63 Uniform Securities Agent State Law Examination
  2002-08-07

Other Names

• Clinton Edward Heine
• Clinton Edward Heine