RONALD W. HUMENNY
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CRD#: 2099076
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.
RONALD WILLIAM HUMENNY, AIF®, CFP®, who also goes by Ron Carter, Ronald Humenny, was a registered financial professional .
RONALD is a previously registered financial professional and started their career in finance in 2004. RONALD had worked at 2 firms and has passed the Series 65 and Series 2 exams.
Biography
Ron serves as a Partner and the Managing Director of the Troy, Michigan office. Ron and his team work directly with clients to address their financial goals and develop solutions to their most important financial issues.
Ron has practiced in the financial services industry for over 40 years. Beginning his career as a tax specialist, Ron later became the Director of Personal Financial Planning for the Detroit office of an international accounting firm and a member of that firm's National Board of Directors for Investment Policy. Prior to joining Creative Planning, Ron founded and grew an investment management firm, solving client financial needs there for nearly 29 years. Ron previously provided investment commentary on Detroit Radio station WJR (760 AM) each weekday morning for more than 20 years.
Ron holds a Bachelor of General Studies degree and a Master of Business Administration degree from the University of Michigan–Ann Arbor. He is a Certified Public Accountant and holds the Personal Financial Specialist designation. Ron is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards as well as an Accredited Investment Fiduciary® as designated by the Center for Fiduciary Studies.
Ron and his wife Ellen have two adult children. In his spare time, Ron enjoys public speaking, golf, college football and spending time with family and friends.
Question & Answer
What are your service offerings?
Philanthropic services
Trading individual securities
Institutional consulting
Trust & estate planning
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
No
Aliases
Ron Carter | Ronald Humenny
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.
STARFIRE FINANCIAL SERVICES; start date 10/1991; CPA firm; no investment related activity; this company will dissolve as of 12/31/22 Humenny Investment Advisers, Inc. f/k/a Starfire Investment Advisers, Inc; Bloomfield Hills, MI; no investment related activity; no new activity being conducted only have open to resolve any issues relating to Starfire Investment Advisers before 6/30/20 when Creative Planning purchased the business; this company will dissolve as of 12/31/22
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®
CFP®
Start date: 1990
Experience
Past
July 14, 2020 - August 1, 2024
CREATIVE PLANNING
RIA
CRD#: 105348
Troy, MI
Past
September 16, 2004 - July 1, 2020
STARFIRE INVESTMENT ADVISERS INC
RIA
CRD#: 107178
SOUTHFIELD, MI
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".
CP
CREATIVE PLANNING
CREATIVE PLANNING | WOMEN'S WEALTH MANAGEMENT | THE EXCHANGE TRADED FUND CENTER | CREATIVE PLANNING, LLC | CREATIVE PLANNING, INC. | CREATIVE PLANNING INC
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.
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 3/13/1995
Non-Member General Securities ExaminationCurrent Firm
CP
CREATIVE PLANNING
CREATIVE PLANNING | WOMEN'S WEALTH MANAGEMENT | THE EXCHANGE TRADED FUND CENTER | CREATIVE PLANNING, LLC | CREATIVE PLANNING, INC. | CREATIVE PLANNING INC
CRD#: 105348 / SEC#: 801-18564
RIA
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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
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 | ||
| 09/19/2024 | ||
| 01/03/2024 | ||
| 01/18/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
