Center For Financial Design, Inc.
Center For Financial Design, Inc. (CRD# 166598) is a financial advisory firm headquartered in Mishawaka, IN. They manage $30,000,000 in 445 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts445ACCOUNTS
Average Account Value$67,416
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Annette Moore (CRD# 1642317) is an Investment Advisor Representative working at Center For Financial Design, Inc. in Mishawaka, IN and has over 31 years of experience in the finance industry. Annette Moore 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.