Scott Robertson Ondek
Investment adviser representative at Creative Planning Institutional Advisors, LLC
19 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
19 years in the industry.
- Creative Planning Institutional Advisors, LLCNov 2020 to now
- Bd EntertainmentJul 2006 to now
- Blue Devils EntertainmentJan 2004 to now
- Cetera Advisor NetworksJan 2021 to Nov 2023
- Pensionmark Financial Group, LLCJul 2018 to Nov 2020
- Pensionmark Securities, LLCJul 2018 to Nov 2020
- Sequoia Consulting GroupJan 2016 to Jul 2018
- LPL FinancialFeb 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2018
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
- 5694973
- Firm CRD
- 126777