Jeffrey Todd Brewer
Investment Adviser Representative at Creative Planning Institutional Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Todd Brewer is an investment adviser representative with Creative Planning Institutional Advisors, LLC in Charlotte, NC, where they have been registered since 2026. They have worked in the securities industry since 2003 and have been registered with 3 firms, including Lincoln Financial Advisors Corporation and Transamerica Retirement Advisors, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in North Carolina and South Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Transamerica Retirment SolutionsFeb 2013 – Dec 2016Charlotte, NC
- Diversified Investors Securities Corp.Feb 2013 – Aug 2017Charlotte, NC
- Lincoln Financial Advisors CorporationAug 2017 – May 2024Charlotte, NC
- Lincoln Financial Distributors, Inc.May 2024 – Jun 2026Fort Wayne, IN
- Creative Planning Institutional Advisors, LLCJul 2026 – no end date reportedNewport Beach, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Creative Planning Institutional Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 98
- Offices listed on AdvisorFinder:
- 32
- Main office:
- Newport Beach, CA
- SEC file number:
- 801-64265
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 25, 2026
View full firm profileOther advisors at Creative Planning Institutional Advisors, LLC
Showing 12 of 98 in the directory
Similar advisors in Charlotte, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Todd Brewer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched