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Robert Nabulere

PERSONAL LEGACY PLANNERS
GRAND RAPIDS, MI
·CRD# 8272554·1 year experience

Professional Summary

Robert Nabulere is a registered financial advisor currently at PERSONAL LEGACY PLANNERS located in Grand Rapids, Michigan. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Robert has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

PERSONAL LEGACY PLANNERS·CRD# 153996
RIA
961 Four Mile Road Nw Suite B, Grand Rapids, MI 49544-8252
May 26, 2026 - Present

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Current Firm

PL
PERSONAL LEGACY PLANNERS

PERSONAL LEGACY PLANNERS | VERITAS SPECIALIZED INVESTMENT SERVICES, LLC | PLP ADVISORS, LLC

CRD#: 153996 / SEC#: 801-76962
RIA
Registered Investment Advisory firm - SEC (3/3/2015 Terminated)
Florida
Registered Investment Advisory firm - Florida (1/12/2026 Approved)
Michigan
Registered Investment Advisory firm - Michigan (5/22/2014 Approved)
Missouri
Registered Investment Advisory firm - Missouri (9/12/2016 Terminated)
Texas
Registered Investment Advisory firm - Texas (11/24/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

961 Four Mile Road Nw Suite B, Grand Rapids, MI 49544-8252

Phone Number

(866) 921-3613

# of Employees

4

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
IAR
Michigan
(5/26/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2026About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Nabulere's CRS (Customer Relationship Summary).

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