Amy Lynn Sullivan
Investment adviser representative at Creative Planning Institutional Advisors, LLC
17 yearsExperience
5 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
17 years in the industry.
- Creative Planning Institutional Advisors, LLCAug 2025 to now
- Capital Strategies Investment Group LLCJan 2019 to Aug 2025
- HomemakerJun 2017 to Jan 2019
- Guggenheim InvestmentsOct 2009 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 5 states (FL, IL, IN, NY, TX).
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
- 2762297
- Firm CRD
- 126777