Nichole Reidy Labott

Current Employers

Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-07-09
SC	RA	APPROVED	2021-06-17
VA	RA	APPROVED	2009-03-25

NC RA
APPROVED

Since 2025-07-09
SC RA
APPROVED

Since 2021-06-17
VA RA
APPROVED

Since 2009-03-25

Branch Locations

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

4600 Cox Road Suite 350, Glen Allen, VA 23060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cetera Advisor Networks Llc	El Segundo	CA	01/2013	08/2024
Creative Planning Institutional Advisors, Llc	Newport Beach	CA	04/2009	Present

01/2013 → 08/2024

Cetera Advisor Networks Llc

El Segundo, CA
04/2009 → Present

Creative Planning Institutional Advisors, Llc

Newport Beach, CA

Previous Registrations

2007-08-14 → 2009-03-17

Hrh Investment Advisors, Llc

Glen Allen, VA

Other Businesses

1) AFFILIATED WITH SAGEVIEW ADVISORY RIA. 2) NAME OF OTHER BUSINESS: SAGE IRA ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: PRIVATE LABEL IRA OFFERING ; START DATE: 12/2020 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: PLATFORM FOR SELF-DIRECTED IRA ;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-07-31
S63	Uniform Securities Agent State Law Examination	2007-04-04

S65 Uniform Investment Adviser Law Examination

2007-07-31
S63 Uniform Securities Agent State Law Examination

2007-04-04

Other Names

Nikki Reidy
Nichole Ann Reidy

View on SEC IAPD