Robert John Noll

Employer firm

Creative Planning Institutional Advisors, LLC CRD 126777

$37.5B regulatory AUM 1,732 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → Present
  Financial Concepts
  Minnetonka, MN
• 11/2005 → Present
  Nfp Securities, Inc.
  Minnetonka, MN
• 06/2011 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 01/2013 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2014-01-08 → 2020-05-11
  Cetera Wealth Services, Llc
  Newport Beach, CA
  Wayzata, MN

Other Businesses

1)NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS START DATE: 9/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF TRADING HOURS PER WEEK: 32.5 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE BRIEF DESCRIPTION OF DUTIES: INVESTMENT ANALYST AND PROVIDE EDUCATION TO PLAN SPONSORS 2)NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 9/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF TRADING HOURS PER WEEK: 32.5 POSITION/TITLE/RELATIONSHIP: REP BRIEF DESCRIPTION OF DUTIES: PARTICIPANT EDUCATION

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-02-23
• S65 Uniform Investment Adviser Law Examination
  2003-03-06

Other Names

• Robert John Noll
• Robert John Noll