Michael GraefCRD 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.
Ausdal Financial Partners, Inc.
Creative Financial Designs, Inc.
|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|
Total Assets Under Management1,448MILLIONS
Total Number of Accounts8,093ACCOUNTS
Average Account Value$178,892
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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