Robert Noll
Robert Noll is a registered investment advisor at Creative Planning Institutional Advisors, LLC, based in Wayzata, MN, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 915 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual asset-based fees range from 0.55% to 1.50% based on account size, complexity, and services, and will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
206 Minnetonka Ave. South, Wayzata, MN, 55391
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert works as an investment advisor representative and provides education to plan sponsors for Sageview Advisory Group, dedicating about a quarter of his time. He also works as a representative for Sageview Advisory Group, focusing on participant education, also dedicating about a quarter of his time.
Employment History
Current Registrations
Creative Planning Institutional Advisors, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Wealth Services, LLCBroker
NFP Securities, INC.Broker
NFP Securities, INC.Broker
Prudential Securities IncorporatedBroker
Dougherty Dawkins, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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