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KC

Kerrie J. Casey

CREATIVE PLANNING INSTITUTIONAL ADVISORS
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 2754906
KC
Kerrie Jm CaseyCREATIVE PLANNING INSTITUTIONAL ADVISORS

Professional summary

Kerrie Jm Casey, AIF®, who also goes by Kerrie J Casey, Kerrie Mckeegan Casey, Kerrie Mj Casey, Kerrie J Mckeegan, is a registered financial advisor currently at CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC located in Boston, Massachusetts.

Kerrie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Kerrie has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Kerrie J Casey | Kerrie Mckeegan Casey | Kerrie Mj Casey | Kerrie J Mckeegan

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 GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 05/2015 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR 2. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2015 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: RETIREMENT PLAN CONSULTANT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerrie Jm Casey'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

Experience

Current

September 25, 2015 - Present

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

Office #1: 200 High Street, Boston, MA 02110
RIA
CRD#: 126777
BOSTON, MA
Past

June 1, 2015 - December 18, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
BOSTON, MA
Past

October 4, 2010 - February 27, 2015

MMC SECURITIES LLC

RIA
CRD#: 103846
BOSTON, MA
Past

September 29, 2010 - February 27, 2015

MMC SECURITIES LLC

BD
CRD#: 103846
BOSTON, MA
Past

June 5, 2007 - September 30, 2010

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
BOSTON, MA
Past

January 26, 1999 - November 15, 1999

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

April 16, 1998 - December 8, 1998

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

June 14, 1996 - September 10, 1997

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI

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".
CP
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, LLC | 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)

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
Massachusetts
(9/25/2015)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 2/4/2008
Uniform Combined State Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 7/2/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 6/4/2007
General Securities Representative Examination
General Industry/Product Exam
PR
Series 6
Status Unavailable
Passed: 6/13/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CP
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, LLC | 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 Accounts1,301
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.

Company Information

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

CRD#: 126777Boston, MA 02110

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