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CL

Christopher J. Logiurato

CREATIVE PLANNING INSTITUTIONAL ADVISORS
Phoenix, AZ 85016
Some features on this profile are disabled
CRD#: 6690708
CL
Christopher John LogiuratoCREATIVE PLANNING INSTITUTIONAL ADVISORS

Professional summary

Christopher John Logiurato, who also goes by Christopher Logiurato, Chris Logiurato, is a registered financial advisor currently at CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC located in Phoenix, Arizona.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christopher has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Christopher Logiurato | Chris Logiurato

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.
EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Logiurato'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®
None

Experience

Current

September 16, 2025 - Present

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

Office #1: 2355 E Camelback Rd Ste 501, Phoenix, AZ 85016
RIA
CRD#: 126777
Phoenix, AZ
Past

November 1, 2019 - December 31, 2024

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
Scottsdale, AZ
Past

October 8, 2016 - July 3, 2025

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

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
Arizona
(9/16/2025)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 10/1/2019
Uniform Combined State Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 9/12/2016
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: 10/7/2016
General Securities 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#: 126777Phoenix, AZ 85016

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