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Larry Robert Deatherage

Investment adviser representative at Creative Planning Institutional Advisors, LLC
15 yearsExperience
16 statesRegistered in
$37.5BFirm assets
21 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Creative Planning Institutional Advisors, LLCMay 2023 to now
  2. Cetera Wealth Services, LLCJan 2024 to Dec 2025
  3. Triad AdvisorsJan 2019 to May 2023
  4. Resources Investment AdvisorsDec 2018 to Nov 2023
  5. Independent Financial PartnersDec 2011 to Dec 2018
  6. LPL Financial LLCNov 2010 to Dec 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1992

State registrations

Registered as an investment adviser representative in 16 states (CA, CO, HI, ID, KS, MD, MS, NC, NV, NY, OR, PA, SC, TX, WA, WI).

Creative Planning Institutional Advisors, LLC

$37.5BAssets managed
915Clients
95Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2205503
Firm CRD
126777
Advisor's SEC record (opens in a new tab)
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