David Colglazier, financial advisor Kokomo IN
71 score

David Colglazier

CRD Number: 1029660
Current Firm: Creative Financial Designs, Inc.

David Colglazier (CRD# 1029660) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cfd Investments, Inc. Kokomo, IN Apr 2007 - Current 9
Creative Financial Designs, Inc. Kokomo, IN Apr 2007 - Current 9
Rick Colglazier & Assoc Columbus, IN Jan 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Mar 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David R. Colglazier
Phone Number: 765-453-9600
Registered State(s):
  • FL
  • IN
  • VA
  • IL
  • IA
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
71

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