Mickey Owens, financial advisor Kokomo IN

Mickey Owens

CRD Number: 1437001
Current Firm: Creative Financial Designs, Inc.

Mickey Owens (CRD# 1437001) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 37 years of experience in the finance industry. Mickey Owens 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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Professional Designations
Company Name Location Dates Years
Creative Financial Designs, Inc. Kokomo,, IN Aug 1997 - Current 26
American United Life Kokomo, IN Oct 1992 - Current 31
Cfd Realty Kokomo, IN Jan 1987 - Current 37
Cfd Investments, Inc. Kokomo, IN Dec 1986 - Current 37
Cfd Insurance Planners, Inc. Kokomo, IN Dec 1986 - Current 37
Self Employed Kokomo, IN Sep 1969 - Current 54
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination Aug 2000
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mickey L. Owens
Phone Number: 765-453-9600
Registered State(s):
  • IN
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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