Doug Michael O'rear
Investment adviser representative at Creative Planning Institutional Advisors, LLC
16 yearsExperience
10 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
16 years in the industry.
- Creative Planning Institutional Advisors, LLCDec 2024 to now
- Global Retirement Partners, LLCApr 2021 to Dec 2024
- Independent Financial PartnersApr 2012 to May 2021
- LPL Financial CorporationNov 2010 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 10 states (DC, GA, IL, MD, NY, OH, PA, TX, VA, WV).
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
- 5286903
- Firm CRD
- 126777