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Christopher Reagan

Creative Planning Institutional Advisors, LLC
38 Years of Experience
Chicago, IL
View SEC Summary
View SEC Summary

Christopher Reagan is a registered investment advisor at Creative Planning Institutional Advisors, LLC, based in Chicago, IL, with 38 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 915 clients with $38B in assets under management.

Creative Planning Institutional Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
915 clients
Average Client Portfolio
$41.0M average
Assets Under Management
$37.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual asset-based fees range from 0.55% to 1.50% based on account size, complexity, and services, and will not exceed 2.00%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

10 S Riverside Plaza, Suite 875, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is an advisory representative for Sageview Advisory since 2014, spending full-time hours providing advisory services. A significant portion of this time is during trading hours.

Employment History
Current Registrations
Creative Planning Institutional Advisors, LLC
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
October 2014 - December 2021 · 7 yrs 2 mos
Mesirow Financial Investment Management, INC.
March 2006 - September 2014 · 8 yrs 6 mos
Mesirow Financial, INC.
January 1998 - December 2009 · 11 yrs 11 mos
Mesirow Financial, INC.Broker
December 1993 - September 2014 · 20 yrs 9 mos
Mesirow Investment Services, INC.Broker
April 1990 - January 1994 · 3 yrs 9 mos
Core Securities, INC.Broker
June 1988 - March 1990 · 1 yr 9 mos
State Registrations4 states
AZILMOWI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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