Kristen L Cockroft
Investment adviser representative at Creative Planning Institutional Advisors, LLC
19 yearsExperience
2 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
19 years in the industry.
- Creative Planning Institutional Advisors, LLCFeb 2024 to now
- UnemployedOct 2023 to Jan 2024
- Gwfs Equities, Inc.Apr 2022 to Sep 2023
- Prudential Investment Management Services, LLCJan 2008 to Apr 2022
- Prudential Insurance Company of AmericaApr 2007 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 5478393
- Firm CRD
- 126777