Stephen Matson, financial advisor Zanesville OH
93 score

Stephen Matson

CRD Number: 1191486
Current Firm: Creative Financial Designs, Inc.

Stephen Matson (CRD# 1191486) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Zanesville, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Creative Financial Designs Kokomo, IN Dec 2006 - Current 10
Cfd Investments, Inc. Kokomo, IN Sep 2004 - Current 12
Matson Insurance Agency, Inc. Zanesville, OH May 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Stephen C. Matson
Phone Number: 765-453-9600
Registered State(s):
  • IA
  • OH
  • KY
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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