Irwin M. Cohen

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CRD#: 2970697

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Irwin Mark Cohen, CFP® was a registered financial professional .

Irwin is a previously registered financial professional and started their career in finance in 1997. Irwin had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "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.

a.Owner, CAVU Aviation, LLC, flight school. Started 12/20. About 10 hours per month, maintain aircraft logs and general cleanliness, keep databases current, supervise OpenAir staff who manage the aircraft in a flight school. b.Half Owner of Focal Pointers, LLC. (My wife is the other half owner.) Started summer 2019. Collect, review, edit, display and sell photographs and related products. About 15 hours per month, always on evenings or weekends or vacations. d. President of Marleigh Yacht Charter; not investment related; 9620 Cinnamon Creek Dr. Vienna, VA 22182; Yacht Charter; Start date 1/24/20; 5 hours per month; 0 trading hours; Paid % of revenue from yacht charters. d. Co-founder and co-director of Healthier, Greener, Kinder Foundation (together with my wife), a 501(c)(3) non-profit. Started Fall of 2020, located at 9620 Cinnamon Creek Drive, Vienna, VA, about 1 hour per month. e Cohen & Burnett, PC, McLean, VA; not investment related; Principal of the Law Firm; started 1990; 5 hours per month/0 during trading; Trust and Estates practice. f. Creative Planning Trust Company; Overland Park, KS; is investment related; Trust officer; start 7.1.21; 40 hours per week and most of these hours are during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Experience

Past

January 13, 2020 - February 21, 2023

CREATIVE PLANNING

RIA

CRD#: 105348

Vienna, VA

Past

February 28, 2012 - June 26, 2013

CETERA ADVISORS LLC

CRD#: 10299

MCLEAN, VA

Past

November 24, 2004 - February 28, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

MCLEAN, VA

Past

January 11, 1999 - January 2, 2020

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

RIA

CRD#: 115991

MCLEAN, VA

Past

December 1, 1997 - November 24, 2004

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

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

CRD#: 105348 / SEC#: 801-18564

RIA

Registered Investment Advisory firm - (3/18/1983 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 65

Date: 1/26/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/22/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/28/1997

General Securities Representative Examination

Current Firm

CREATIVE PLANNING

CRD#: 105348 / SEC#: 801-18564

RIA

Registered Investment Advisory firm - (3/18/1983 Approved)

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Contact information

Main Address

5454 W. 110th Street, Overland Park, KS 66211

Mailing Address

Phone number

(866) 909-5148

Established

Firm type

Fiscal year end

# of Employees

1,428

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVE PLANNING FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	269,686
AUM (Assets Under Management)	$ 217,399,324,981

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/27/2025	Cover Page	Report
09/19/2024	Cover Page	Report
01/03/2024	Cover Page	Report
01/18/2023	Cover Page	Report

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.

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Irwin M. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CETERA ADVISORS LLC

PACIFIC WEST SECURITIES, INC.

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

GROVE POINT INVESTMENTS, LLC

Primary Firm SEC Registration

CREATIVE PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/1998

Series 63

Date: 12/22/1997

Series 7

Date: 11/28/1997

Current Firm

CREATIVE PLANNING

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CREATIVE PLANNING

TRUST BUT VERIFY

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