Joseph Hidalgo, financial advisor Kokomo IN

Joseph Hidalgo

CRD Number: 4521675
Current Firm: Creative Financial Designs, Inc.

Joseph Hidalgo (CRD# 4521675) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Creative Finanical Designs, Inc. Kokomo, IN Sep 2008 - Current 15
Cfd Investments Inc. Kokomo, IN Jan 2007 - Current 17
Hidalgo Financial Services Bensalem, PA Aug 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Joseph L. Hidalgo
Phone Number: 765-453-9600
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,710
    MILLIONS
  • Total Number of Accounts
    11,616
    ACCOUNTS
  • Average Account Value
    $147,242
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, 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

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