Michael Graef, financial advisor Kokomo IN

Michael Graef

CRD Number: 5042851
Current Firm: Creative Financial Designs, Inc.

Michael Graef (CRD# 5042851) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 15 years of experience in the finance industry. Michael Graef has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Creative Financial Designs, Inc.
Professional Designations
Company Name Location Dates Years
Creative Financial Designs Kokomo, IN Jul 2015 - Current 6
Cfd Investments Kokomo, IN Jul 2015 - Current 6
Inspire Investing, LLC Hollister, CA Jul 2015 - Current 6
Next Financial Group, Inc. Hollister, CA Feb 2012 - Jul 2015 3
Fidelity Investments Boston, MA Sep 2005 - Jan 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Michael H. Graef
Phone Number: 765-453-9600
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    1,448
    MILLIONS
  • Total Number of Accounts
    8,093
    ACCOUNTS
  • Average Account Value
    $178,892
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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