Stuart Breeden, financial advisor Peoria IL

Stuart Breeden

CRD Number: 2430929
Current Firm: Creative Financial Designs, Inc.

Stuart Breeden (CRD# 2430929) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Peoria, IL and has over 30 years of experience in the finance industry.

Similar Advisors
Rockie Zeigler III, CFP®, financial advisor Peoria IL
Rockie Zeigler III, CFP®
CRD# 4746685
Rp Zeigler Investment Services
Similar Advisors
Gregory Abbott, financial advisor Peoria IL
Gregory V. Abbott
CRD# 1047258
Robert W. Baird & Company Incorporated
Similar Advisors
Brian Abraham, financial advisor Peoria IL
Brian T. Abraham
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Breeden & Associates, Ltd Peoria, IL Oct 2014 - Current 9
Breeden Asset Management Peoria, IL Oct 2008 - Current 15
Cfd Investments, Inc. Kokomo, IN Oct 2007 - Current 16
Creative Financial Designs, Inc. Kokomo, IN Oct 2007 - Current 16
Breeden Accounting, Ltd. Peoria, IL Jan 1995 - Oct 2014 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Stuart A. Breeden
Phone Number: 765-453-9600
Registered State(s):
  • IL
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

Ready to hire a financial advisor? Get competitive proposals from Stuart Breeden and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.