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.

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

Nov 17, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

1

Exams

S63

First exam

Nov 17, 2000

First registration

Jan 21, 2014

Dual registered

no

IAPD individual key

4220067

• Occurred

  Jan 6, 2022
  Advisor changed firm

  Daniel Robert Stewart left Onedigital for Creative Planning Institutional Advisors, Llc (registered 2022-09-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e9daaf11-e543-94f8-46d8-9f49f21d1659

First observed

Jan 21, 2014

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.