Jeffrey Todd Brewer
Investment adviser representative at Creative Planning Institutional Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$37.5BFirm assets
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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
13 years in the industry.
- Creative Planning Institutional Advisors, LLCJul 2026 to now
- Lincoln Financial Distributors, Inc.May 2024 to Jun 2026
- Lincoln Financial Advisors CorporationAug 2017 to May 2024
- Diversified Investors Securities Corp.Feb 2013 to Aug 2017
- Transamerica Retirment SolutionsFeb 2013 to Dec 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 4680432
- Firm CRD
- 126777