Robert R. Nonemaker

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CRD#: 1905887

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Roy Nonemaker, who also goes by Bob R. Nonemaker, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1993. Robert had worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bob R. Nonemaker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 9, 2010 - September 8, 2021

CREATIVE PLANNING

RIA

CRD#: 105348

OVERLAND PARK, KS

Past

March 28, 2005 - June 21, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

LEAWOOD, KS

Past

April 21, 2004 - March 28, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA

CRD#: 39543

LEAWOOD, KS

Past

April 21, 2004 - June 11, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

LEAWOOD, KS

Past

June 11, 1998 - April 28, 2004

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

OVERLAND PARK , KS

Past

April 29, 1998 - April 28, 2004

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

January 25, 1994 - April 8, 1998

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

August 2, 1993 - December 21, 1993

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREATIVE PLANNING

CRD#: 105348 / SEC#: 801-18564

RIA

Registered Investment Advisory firm - (3/18/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/6/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/30/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CREATIVE PLANNING

CRD#: 105348 / SEC#: 801-18564

RIA

Registered Investment Advisory firm - (3/18/1983 Approved)

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Contact information

Main Address

5454 W. 110th Street, Overland Park, KS 66211

Mailing Address

Phone number

(866) 909-5148

Established

Firm type

Fiscal year end

# of Employees

1,428

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVE PLANNING FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	269,686
AUM (Assets Under Management)	$ 217,399,324,981

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/27/2025	Cover Page	Report
09/19/2024	Cover Page	Report
01/03/2024	Cover Page	Report
01/18/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Robert R. Nonemaker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

VOYA FINANCIAL PARTNERS, LLC

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

CREATIVE PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 5/6/1998

Series 63

Date: 8/5/1993

Series 6

Date: 7/30/1993

Current Firm

CREATIVE PLANNING

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CREATIVE PLANNING

TRUST BUT VERIFY

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