Rosemary Robinson, financial advisor Kokomo IN
93 score

Rosemary Robinson

CRD Number: 5625430
Current Firm: Creative Financial Designs, Inc.

Rosemary Robinson (CRD# 5625430) 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.

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Company Name Location Dates Years
Cfd Investments, Inc. Kokomo, IN May 2011 - Current 5
Creative Financial Designs Flint, MI May 2011 - Current 5
Bonnie Smith & Associates Flint, MI Jan 2011 - Current 5
Unemployed Flint, MI Apr 2010 - Jan 2011 < 1
Edward Jones St Louis, MO Dec 2008 - Apr 2010 1
C&j Enterprises-mcdonalds Grand Rapids, MI Jun 2008 - Dec 2008 < 1
Pensacola Christian Academy Pensacola, FL Feb 2008 - May 2008 < 1
Pensacola Christian College Pensacola, FL Sep 2004 - May 2008 3
C&j Enterprises-mcdonalds Grand Rapids, MI Apr 2004 - Jan 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Rosemary A. Robinson
Phone Number: 765-453-9600
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    800
    MILLIONS
  • Total Number of Accounts
    6,786
    ACCOUNTS
  • Average Account Value
    $117,869
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, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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