Stephen MatsonCRD 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 9 years of experience in the finance industry.
Alliant Capital Management LLC
H. Beck, Inc.
|Creative Financial Designs||Kokomo, IN||Dec 2006 - Current||11|
|Cfd Investments, Inc.||Kokomo, IN||Sep 2004 - Current||13|
|Matson Insurance Agency, Inc.||Zanesville, OH||May 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2012|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management800MILLIONS
Total Number of Accounts6,786ACCOUNTS
Average Account Value$117,869
- 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, 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