Cullen Krull Reif
Investment adviser representative at Creative Planning Institutional Advisors, LLC
6 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
6 years in the industry.
- Creative Planning Institutional Advisors, LLCMay 2022 to now
- Cetera Wealth Services, LLCSep 2022 to Dec 2025
- Kestra Advisory Services, LLCJan 2022 to May 2022
- Kestra Investment Services, LLCApr 2019 to May 2022
- Nfp Advisor Services, LLC.Feb 2016 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5822463
- Firm CRD
- 126777