Cody Matthew Klein
Investment adviser representative at Creative Planning Institutional Advisors, LLC
14 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
14 years in the industry.
- Creative Planning, LLCJan 2026 to now
- Creative Planning Institutional Advisors, LLCJun 2022 to now
- Cetera Wealth Services, LLCJun 2022 to Jan 2026
- Triad Advisors LLCFeb 2015 to Jun 2022
- Summit Financial Consultants, IncAug 2012 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 6115452
- Firm CRD
- 126777