Panfilo Costantini
Investment adviser representative at Creative Planning Institutional Advisors, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Creative Planning Institutional Advisors, LLCNov 2020 to now
- Cetera Wealth Services, LLCMar 2021 to Dec 2025
- Pensionmark Financial Group, LLCJul 2018 to Nov 2020
- Pensionmark Securities, LLCJul 2018 to Nov 2020
- Global Retirement Partners, LLCJan 2017 to Jun 2018
- LPL Financial, LLCOct 2014 to Jun 2018
- Sequoia Consulting GroupDec 2013 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 3204176
- Firm CRD
- 126777