Kylie Hays, financial advisor Lenexa KS

Kylie Hays

CRD Number: 6915291
Current Firm: Creative Financial Designs, Inc.

Kylie Hays (CRD# 6915291) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 3 years of experience in the finance industry. Kylie Hays 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
Lighthouse Financial Strategies Lenexa, KS Jan 2018 - Current 5
Sites Medical Columbia City, IN Apr 2017 - May 2018 1
Unemployed Lee's Summit, MO Feb 2017 - Apr 2017 < 1
Rose Hulman Institute Of Technology Terre Haute, IN Aug 2016 - Feb 2017 < 1
Sites Medical Columbia City, IN Jun 2016 - Aug 2016 < 1
Rose Hulman Institue Of Technology Terre Haute, IN Aug 2015 - Jun 2016 < 1
Roche Diagnostics Indianapolis, IN Jun 2015 - Aug 2015 < 1
Rose Hulman Institue Of Technology Terre Haute, IN Aug 2013 - Jun 2015 1
Lighthouse Financial Strategies Lenexa, KS Mar 2012 - Aug 2013 1
Raymore-peculiar School Peculiar, MO Aug 2008 - May 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Kylie Hays
Phone Number: 765-453-9600
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    1,917
    MILLIONS
  • Total Number of Accounts
    7,465
    ACCOUNTS
  • Average Account Value
    $256,757
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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