Gary Reese, financial advisor Bluffton OH
96 score

Gary Reese

CRD Number: 1801500
Current Firm: Creative Financial Designs, Inc.

Gary Reese (CRD# 1801500) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Bluffton, OH and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cfd Investments Inc. Kokomo, IN Feb 2013 - Current 3
Creative Financial Designs Inc. Kokomo, IN Feb 2013 - Current 3
Next Financial Group Inc. Bluffton, OH Mar 2008 - Feb 2013 4
Capital Financial Services, Inc. Minot, ND Nov 2005 - Mar 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination May 2001
Contact Info for Gary R. Reese
Phone Number: 765-453-9600
Registered State(s):
  • ID
  • IN
  • KY
  • MI
  • OH
  • WI
By the Numbers
  • Total Assets Under Management
    800
    MILLIONS
  • Total Number of Accounts
    6,786
    ACCOUNTS
  • Average Account Value
    $117,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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