CtBusinessNameChangePulse / report
Sageview Advisory Group, LLC is now Creative Planning Institutional Advisors, LLC (Leawood, KS), 2026-10-19
Creative Planning Institutional Advisors, LLC (Leawood): finance and insurance. Dated 16 days ago, it is in the active follow-up window. Score 85/100. As of 2026-11-03, from Connecticut Secretary of the State business registry, name change history and Business Master (data.ct.gov).
Data as of · Compiled by Zalwin from Connecticut Secretary of the State business registry, name change history and Business Master (data.ct.gov)
Free preview: all 7 published fields of this record are shown below. Locked: 175 related CtBusinessNameChangePulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| New name | Creative Planning Institutional Advisors, LLC |
| Old name | Sageview Advisory Group, LLC |
| Changed | 2026-10-19 |
| Kind of change | New name (rebrand) |
| Entity type | LLC |
| Industry | Portfolio Management and Investment Advice |
| City | Leawood, KS |
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CSV columns: New name · Old name · Change · Industry · City · Changed · official source URL
- Source agency: Connecticut Secretary of the State business registry, name change history and Business Master (data.ct.gov)
- Record date: 2026-10-19
- Data refreshed: 2026-11-03
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: Connecticut Secretary of the State business registry, name change history and Business Master (data.ct.gov) · Last refreshed: Tue, 03 Nov 2026 05:29:28 GMT
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Peer benchmark and outreach value: Creative Planning Institutional Advisors, LLC and 176 Out of state peers
- Out of state CtBusinessNameChangePulse records like this one: 176
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every Out of state peer: $35,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
85 / 100 Score
- A new name: signage, print, web and records all change.
- Finance and insurance.
- Changed in the last 30 days.
What is the CtBusinessNameChangePulse record for Creative Planning Institutional Advisors, LLC in Leawood?
Sageview Advisory Group, LLC changed its legal name to Creative Planning Institutional Advisors, LLC with the Connecticut Secretary of the State on 2026-10-19 (portfolio management and investment advice, Leawood).
How does Creative Planning Institutional Advisors, LLC compare to other CtBusinessNameChangePulse records?
It is 16 days old, still within a typical 45-day follow-up window. Its Score of 85/100 puts it among the stronger signals in this feed.
Creative Planning Institutional Advisors, LLC vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Creative Planning Institutional Advisors, LLC | Leawood, Out of state | 2026-10-19 |
| TenCate Sports, Inc. | Austin, Out of state | 2026-11-02 |
| Bacco Works, LLC | Norwalk, CT | 2026-11-01 |
| Great American Festivals LLC | Enfield, CT | 2026-11-01 |
Related records
CtBusinessNameChangePulse: New name (rebrand) CtBusinessNameChangePulse: Finance and insurance CtBusinessNameChangePulse: Out of state
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From Connecticut Secretary of the State name change records. A legal name change may not match the name a business trades under, and "rebrand" versus "correction" is inferred from how much of the name changed. Names that are a person's own name or a street address are excluded. Verify with the Secretary of the State.