Wayne Fourman, financial advisor Kokomo IN
93 score

Wayne Fourman

CRD Number: 1124865
Current Firm: Creative Financial Designs, Inc.

Wayne Fourman (CRD# 1124865) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Creative Financial Designs, Inc. Kokomo, IN Jun 2006 - Current 10
Cfd Investments, Inc. Kokomo, IN Jan 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Wayne R. Fourman
Phone Number: 765-453-9600
Registered State(s):
  • IN
  • VA
  • OH
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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