Eric Grzegorski, financial advisor Kokomo IN
90 score

Eric Grzegorski

CRD Number: 5934204
Current Firm: Creative Financial Designs, Inc.

Eric Grzegorski (CRD# 5934204) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cfd Investments Kokomo, IN Oct 2011 - Current 5
Creative Financial Designs, Inc. Kokomo, IN Oct 2011 - Current 5
Northwestern Mutual Indianapolis, IN Jun 2011 - Sep 2011 < 1
Northwestern School Corp Kokomo, IN Jun 2003 - Jun 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Eric D. Grzegorski
Phone Number: 765-453-9600
Registered State(s):
  • FL
  • IN
  • MI
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
90
Clean Record
This advisor has a clean track record with regulators.

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