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CR

Corey D. Roberts

C.R. RETIREMENT STRATEGIES
INDIANAPOLIS, IN
Some features on this profile are disabled
CRD#: 5847714
CR

Professional summary

Corey Donald Roberts is a registered financial advisor currently at C.R. RETIREMENT STRATEGIES, LLC located in Indianapolis, Indiana.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Corey has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Donald Roberts'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®
None

Experience

Current

November 3, 2025 - Present

C.R. RETIREMENT STRATEGIES, LLC

RIA
CRD#: 339017
INDIANAPOLIS, IN
Past

November 6, 2017 - July 20, 2018

SECURITIES AMERICA, INC.

BD
CRD#: 10205
NOBLESVILLE, IN
Past

November 4, 2015 - November 7, 2017

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
NOBLESVILLE, IN
Past

October 20, 2014 - October 15, 2015

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CARMEL, IN
Past

September 12, 2014 - November 11, 2014

STONEX SECURITIES INC.

BD
CRD#: 18456
CARMEL, IN
Past

April 17, 2013 - September 12, 2014

WRP INVESTMENTS, INC.

BD
CRD#: 7365
CARMEL, IN
Past

June 7, 2012 - February 28, 2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
INDIANAPOLIS, IN
Past

November 10, 2010 - January 28, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
INDIANAPOLIS, IN

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
Indiana
(11/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/8/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/20/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/20/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/9/2010
General Securities Representative Examination

Current Firm

CR
C.R. RETIREMENT STRATEGIES, LLC
C.R. RETIREMENT STRATEGIES, LLC

CRD#: 339017 / SEC#:

Indiana
Registered Investment Advisory firm - (11/3/2025 Approved)
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Contact information

Main Address
Indianapolis, IN
Mailing Address
Phone number
(317) 603-9434
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

C.R. RETIREMENT STRATEGIES, LLC

CRD#: 339017Indianapolis, IN

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