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 INSTITUTIONAL ADVISORS, LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 2, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Jul 2, 1996

First registration

Oct 4, 2010

Dual registered

no

Other names

KERRIE MCKEEGAN CASEY|KERRIE J MCKEEGAN|KERRIE JM CASEY|KERRIE MJ CASEY|KERRIE J CASEY

IAPD individual key

2754906

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ed4c8b5d-2cd1-6589-0402-dceb2c33635d

First observed

Oct 4, 2010

Last observed

Sep 14, 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.