Brett BaconCRD Number: 6080375
Current Firm: Creative Financial Designs, Inc.
Brett Bacon (CRD# 6080375) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 5 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Cfd Investments||Kokomo, IN||Jan 2015 - Current||3|
|Independent Insurance Sales||Olathe, KS||Jan 2013 - Current||5|
|Waddell & Reed Inc.||Leawood, KS||Jul 2012 - Dec 2014||2|
|Travis Hutton Lawn & Landscape||Gardner, KS||Jun 2011 - Feb 2013||1|
|Bacon & Associate Cpa, Pa||Olathe, KS||Jun 2010 - Feb 2013||2|
|Unemployed||Kansas City, KS||Dec 2009 - Jun 2010||< 1|
|Boulder County||Longmont, CO||Apr 2009 - Nov 2009||< 1|
|Unemployed||Kansas City, KS||Jan 2009 - Apr 2009||< 1|
|Flex Framing||Overland Park, KS||Jun 2007 - Jan 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management918MILLIONS
Total Number of Accounts7,444ACCOUNTS
Average Account Value$123,308
- 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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