Rachael Camp, financial advisor Kokomo IN

Rachael Camp

CRD Number: 6657184
Current Firm: Creative Financial Designs, Inc.

Rachael Camp (CRD# 6657184) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 7 years of experience in the finance industry. Rachael Camp 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
Cfd Investments Kokomo, IN Jun 2020 - Current 3
Jpmorgan Chase Bank, N.a. Chicago, IL Oct 2017 - Jun 2020 2
Jpmorgan Securities, LLC Chicago, IL Oct 2017 - Jun 2020 2
Cfd Investments Mishawaka, IN May 2016 - Sep 2017 1
Iu Kelley School Of Business Bloomington, IN Aug 2013 - May 2017 3
Yeaa Granger, IN Feb 2015 - Sep 2015 < 1
Chipotle Mishawaka, IN Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Rachael M. Camp
Phone Number: 765-453-9600
Registered State(s):
  • CO
  • IN
By the Numbers
  • Total Assets Under Management
    2,082
    MILLIONS
  • Total Number of Accounts
    12,377
    ACCOUNTS
  • Average Account Value
    $168,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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
  • 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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