Creative Financial Designs, Inc.
Creative Financial Designs, Inc. (CRD# 109032) is a financial advisory firm headquartered in Kokomo, IN. They manage $2,082,130,980 in 12,377 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management2,082MILLION
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Total Number of Accounts12,377ACCOUNTS
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Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Robert Fredrikson (CRD# 1807548) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 24 years of experience in the finance industry.
Jaime Gaona (CRD# 6265143) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 10 years of experience in the finance industry.
Benjamin Glenn (CRD# 5587328) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Harrisonburg, VA and has over 15 years of experience in the finance industry.
Michael Graef (CRD# 5042851) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 18 years of experience in the finance industry.
Mark Gray (CRD# 2429926) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 28 years of experience in the finance industry.
Gene Griffin (CRD# 1637650) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Terre Haute, IN and has over 29 years of experience in the finance industry.
Eric Grzegorski (CRD# 5934204) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 12 years of experience in the finance industry.
Nancy Guillen (CRD# 5601761) is an Investment Advisor Representative working at Southern Heritage Investments & Planning in Morristown, TN.
Advisory Services are offered through Creative Financial Designs, Inc. a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer, Kokomo, IN 46902 (765) 453-9600.
Southern Heritage Investments & Planning is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.
Melissa Gunter (CRD# 6360356) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 9 years of experience in the finance industry.
James Guyot (CRD# 4517834) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 22 years of experience in the finance industry.