RH
Robin A. Hofheinz
CREATIVEONE WEALTH
Rumford, RI 02916
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CRD#: 5607253
RH
Professional summary
Robin Ann Hofheinz is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Rumford, Rhode Island.
Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Robin has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. FINANCIAL TRANSITIONS GROUP, LLC; NOT INVESTMENT RELATED; 1240 PAWTUCKET AVE, 2nd FL, RUMFORD, RI 02916; HOLDING COMPANY; OWNER; SINCE 07/2012; APX 1 HOUR PER MONTH ALL OF WHICH ARE DURING TRADING HOURS. 2. ROBIN HOFHEINZ (DBA - RETIREMENT FREEDOM TEAM); INVESTMENT RELATED; 1240 PAWTUCKET AVE, 2nd FL, RUMFORD, RI 02916; LIFE INSURANCE AND ANNUITY SALES; OWNER & AGENT; SINCE 07/2012; APX 160 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Robin Ann Hofheinz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 31, 2021 - Present
CREATIVEONE WEALTH, LLC
Office #1: 1240 Pawtucket Ave 2nd Floor, Rumford, RI 02916RIA
CRD#: 281213
Rumford, RI
Past
November 6, 2008 - March 4, 2010
NYLIFE SECURITIES LLC
BD
CRD#: 5167
PROVIDENCE, RI
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".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Rhode Island(9/3/2021)
IAR
Texas(8/31/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211
Mailing Address
Phone number
(913) 402-7897
Established
Firm type
Fiscal year end
# of Employees
217
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Company Information
CREATIVEONE WEALTH, LLC
CRD#: 281213Rumford, RI 02916TRUST BUT VERIFY
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