Douglas Henke, financial advisor Kokomo IN
83 score

Douglas Henke

CRD Number: 3099965
Current Firm: Creative Financial Designs, Inc.

Douglas Henke (CRD# 3099965) 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.

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Company Name Location Dates Years
Creative Financial Designs Inc. Kokomo, IN Jan 2013 - Current 3
Cfd Investments Inc. Kokomo, IN Jan 2013 - Current 3
Primevest Financial Services, Inc. St. Cloud, MN May 2011 - Jan 2013 1
Iowa Falls State Bank Iowa Falls, IA May 2011 - Jan 2013 1
Mml Investors Services Inc. Minneapolis, MN Apr 2009 - Apr 2011 2
Massmutual Financial Group Minneapolis, MN Apr 2009 - Apr 2011 2
Woodbury Financial Services Inc. Eagan, MN Oct 2008 - Apr 2009 < 1
Uvest Financial Services Group, Inc. Charlotte, NC Dec 2007 - Oct 2008 < 1
Tcf Bank Burnsville, MN Oct 2006 - Oct 2008 2
Ifmg Securities Burnsville, MN Nov 2006 - Jan 2008 1
Tcf Investments Burnsville, MN Oct 2006 - Nov 2006 < 1
Tcf Insurance Agency Burnsville, MN Oct 2006 - Nov 2006 < 1
Wells Fargo Investments, LLC Minneapolis, MN Jun 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Aug 2012
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Douglas E. Henke
Phone Number: 765-453-9600
Registered State(s):
  • IA
  • MN
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
83

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