Adam Fullenkamp (CRD# 7231593) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sidney, OH and has 1 year of experience in the finance industry. Adam Fullenkamp 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.
CRD# 5441376
Park Avenue Securities LLC
CRD# 2714045
J.p. Morgan Securities LLC
CRD# 4482317
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Financial Designs | Kokomo, IN | Oct 2021 - Current | 2 |
| Seniormark | Sidney, OH | Jul 2015 - Current | 8 |
| Botkins School | Botkins, OH | Jul 2011 - Jul 2015 | 4 |
- OH
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Total Assets Under Management2,082MILLIONS
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Total Number of Accounts12,377ACCOUNTS
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Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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