Garrett Dale Patton
Investment adviser representative at Creative Planning Institutional Advisors, LLC
13 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
13 years in the industry.
- Creative Planning, LLCJan 2026 to now
- Creative Planning Institutional Advisors, LLCSep 2024 to now
- Cetera Wealth Services, LLCSep 2024 to Jan 2026
- Northwestern Mutual Wealth Management CompanyFeb 2024 to Aug 2024
- Northwestern Mutual Life Insurance CompanyJan 2024 to Aug 2024
- Northwestern Mutual Investment Services LLCJun 2023 to Aug 2024
- Devin SalinasJun 2023 to Jan 2024
- Northwestern MutualApr 2023 to Jun 2023
- Personal Capital Advisors CorporationApr 2021 to Apr 2023
- EmpowerMar 2021 to Mar 2023
- Fisher InvestmentsSep 2013 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
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
- 5948824
- Firm CRD
- 126777