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RIA / WealthAdvisor35 years in industry

PAUL GARETH NACARIO

Advisor at CREATIVE PLANNING

Scottsdale, AZ | OVERLAND PARK, KS | NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:5e6fbbbc-c426-2a93-ddf2-4310656c558c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 2, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 19, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Exams: S65|S63
First exam: Aug 19, 1991
First registration: Oct 2, 2007
Dual registered: no
IAPD individual key: 2158914

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Feb 27, 2026	n/a	yes	Scottsdale, AZ\|NEWPORT BEACH, CA	Current employment
CREATIVE PLANNING	Independent wealth	Apr 23, 2025	n/a	yes	Scottsdale, AZ\|OVERLAND PARK, KS	Current employment
INNOVEST PORTFOLIO SOLUTIONS LLC	No RAUM reported	Oct 3, 2018	Apr 9, 2025	no	Scottsdale, AZ\|DENVER, CO	Previous registration
MISSIONSQUARE RETIREMENT	Bd affiliated wealth	May 7, 2015	Feb 23, 2018	no	SCOTTSDALE, AZ\|WASHINGTON, DC	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 6, 2010	Feb 6, 2015	no	Newport Beach, CA\|BELLEVUE, WA\|Phoenix, AZ\|San Francisco, CA\|BELLEVUE, WA	Previous registration
NATIONWIDE INVESTMENT ADVISORS, LLC	Bd affiliated wealth	Oct 2, 2007	Mar 11, 2008	no	COLUMBUS, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INNOVEST PORTFOLIO SOLUTIONS LLC	CREATIVE PLANNING	Apr 9, 2025	Apr 23, 2025	14	Firm change	Other
MISSIONSQUARE RETIREMENT	INNOVEST PORTFOLIO SOLUTIONS LLC	Feb 23, 2018	Oct 3, 2018	222	Firm change	Other
CHARLES SCHWAB & CO., INC.	MISSIONSQUARE RETIREMENT	Feb 6, 2015	May 7, 2015	90	Firm change	Other
NATIONWIDE INVESTMENT ADVISORS, LLC	CHARLES SCHWAB & CO., INC.	Mar 11, 2008	Dec 6, 2010	1,000	Firm change after gap	Other

Relationships

Registered with (6)

→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: current employment
Feb 27, 2026 to presentfactForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Apr 23, 2025 to presentfactForm ADV
→ INNOVEST PORTFOLIO SOLUTIONS LLCRegistered adviserregistration: previous registration
Oct 3, 2018 to Apr 9, 2025factForm ADV
→ MISSIONSQUARE RETIREMENTRegistered adviserregistration: previous registration
May 7, 2015 to Feb 23, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Dec 6, 2010 to Feb 6, 2015factForm ADV
→ NATIONWIDE INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 2, 2007 to Mar 11, 2008factForm ADV

Dated events

Occurred
Apr 9, 2025
Advisor changed firm
Paul Gareth Nacario left Innovest Portfolio Solutions Llc for Creative Planning (registered 2025-04-23)
Form ADVobserved 5 days ago