Christopher G. Reagan

CREATIVE PLANNING INSTITUTIONAL ADVISORS

Chicago, IL 60606

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CRD#: 1834267

Professional summary

Christopher Gerard Reagan, AIF®, CIMA® is a registered financial advisor currently at CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC located in Chicago, Illinois.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Christopher has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 22 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.NAME OF OTHER RIA: SAGEVIEW ADVISORY INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 10/2014 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY SERVIC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Gerard Reagan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

Experience

Current

November 3, 2014 - Present

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

Office #1: 10 S Riverside Plaza Suite 1600, Chicago, IL 60606

RIA

CRD#: 126777

Chicago, IL

Past

October 13, 2014 - December 31, 2021

CETERA WEALTH SERVICES, LLC

CRD#: 13572

CHICAGO, IL

Past

March 22, 2006 - September 29, 2014

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 111135

CHICAGO, IL

Past

January 3, 1998 - December 31, 2009

MESIROW FINANCIAL, INC.

RIA

CRD#: 2764

HIGHLAND PARK, IL

Past

December 15, 1993 - September 29, 2014

MESIROW FINANCIAL, INC.

CRD#: 2764

HIGHLAND PARK, IL

Past

April 16, 1990 - January 1, 1994

MESIROW INVESTMENT SERVICES, INC.

CRD#: 15113

Past

June 2, 1988 - March 19, 1990

CORE SECURITIES, INC.

CRD#: 16790

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

CRD#: 126777 / SEC#: 801-64265

RIA

Registered Investment Advisory firm - (5/31/2005 Approved)

California

Registered Investment Advisory firm - (6/7/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(11/26/2014)

IAR

Illinois
(11/3/2014)

IAR

Missouri
(11/4/2014)

IAR

Wisconsin
(11/3/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 1/12/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 8/4/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 8/7/1990

General Securities Representative Examination

General Industry/Product Exam

Series 22

Status Unavailable

Passed: 6/1/1988

Direct Participation Programs Representative Examination

Current Firm

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

CRD#: 126777 / SEC#: 801-64265

RIA

Registered Investment Advisory firm - (5/31/2005 Approved)

California

Registered Investment Advisory firm - (6/7/2005 Terminated)

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Contact information

Main Address

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660

Mailing Address

Phone number

(800) 814-8742

Established

Firm type

Fiscal year end

# of Employees

195

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC ADV PART 2A (8/25/2026)

Regulatory assets under management

Total Number of Accounts	1,301
AUM (Assets Under Management)	$ 37,502,470,791

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Christopher G. Reagan

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Gerard Reagan's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

MESIROW FINANCIAL, INC.

MESIROW FINANCIAL, INC.

MESIROW INVESTMENT SERVICES, INC.

CORE SECURITIES, INC.

Primary Firm SEC Registration

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 1/12/1998

Series 63

Passed: 8/4/1988

SIE

Passed: 10/1/2018

Series 7

Passed: 8/7/1990

Series 22

Passed: 6/1/1988

Current Firm

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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