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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Monica Kostrzewa Ivins

Advisor at CREATIVE PLANNING

Knoxville, TN | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:f9f4f136-b854-2570-c0d0-2a8e1615372e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 20, 2022 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 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Dec 16, 2024
First registration: Dec 20, 2022
Dual registered: no
Other names: Monica Kostrzewa
IAPD individual key: 6697917

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	Independent wealth	Jan 20, 2026	n/a	yes	Knoxville, TN\|OVERLAND PARK, KS\|Knoxville, TN	Current employment
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Sep 17, 2024	Jul 14, 2026	no	Knoxville, TN\|Knoxville, TN\|NEWPORT BEACH, CA	Previous registration
RATHER & KITTRELL, INC.	Independent wealth	Sep 27, 2023	Aug 30, 2024	no	KNOXVILLE, TN	Previous registration
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Dec 20, 2022	Sep 11, 2023	no	Knoxville, TN\|NEWPORT BEACH, CA	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
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	CREATIVE PLANNING	Jul 14, 2026	Jan 20, 2026	-175	Channel change	Other
RATHER & KITTRELL, INC.	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Aug 30, 2024	Sep 17, 2024	18	Firm change	Other
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	RATHER & KITTRELL, INC.	Sep 11, 2023	Sep 27, 2023	16	Firm change	Other

Relationships

Registered with (3)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Jan 20, 2026 to presentfactForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 17, 2024 to Jul 14, 2026factForm ADV
→ RATHER & KITTRELL, INC.Registered adviserregistration: previous registration
Sep 27, 2023 to Aug 30, 2024factForm ADV

Dated events

Occurred
Aug 30, 2024
Advisor changed firm
Monica Kostrzewa Ivins left Rather & Kittrell, Inc. for Creative Planning Institutional Advisors, Llc (registered 2024-09-17)
Form ADVobserved 6 days ago
Occurred
Sep 11, 2023
Advisor changed firm
Monica Kostrzewa Ivins left Creative Planning Institutional Advisors, Llc for Rather & Kittrell, Inc. (registered 2023-09-27)
Form ADVobserved 6 days ago