Creative Financial Designs, Inc.

Creative Financial Designs, Inc. (CRD# 109032) is a financial advisory firm headquartered in Kokomo, IN. They manage $1,400,933,857 in 7,891 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
2704 S Goyer Rd, Kokomo, IN 46902
http://www.creativefinancialdesigns.com
By the Numbers
  • Total Assets Under Management
    1,401
    MILLION
  • Total Number of Accounts
    7,891
    ACCOUNTS
  • Average Account Value
    $177,536
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Creative Financial Designs, Inc.
Showing 1 - 10 of 140 top financial advisors.
1
Brandon Akers, financial advisor Johns Creek GA
Brandon D. Akers
CRD#: 5538135
Johns Creek, GA

Brandon Akers (CRD# 5538135) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Johns Creek, GA and has over 12 years of experience in the finance industry.

2
Douglas Atkins, financial advisor Greenwood IN
Douglas J. Atkins
CRD#: 4203046
Vantage Center, 720 Executive Park Drive, Ste 2500, Greenwood, IN 46143

Douglas Atkins (CRD# 4203046) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenwood, IN and has over 20 years of experience in the finance industry.

3
Brett Bacon, financial advisor Lenexa KS
Brett M. Bacon
CRD#: 6080375
8730 Bourgade Ave, Suite 100, Lenexa, KS 66219

Brett Bacon (CRD# 6080375) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 8 years of experience in the finance industry.

4
Matthew Bahrenburg, financial advisor Kokomo IN
Matthew O. Bahrenburg
CRD#: 5295661
2704 S. Goyer Rd., Kokomo, IN 46901

Matthew Bahrenburg (CRD# 5295661) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 13 years of experience in the finance industry.

5
Ricky Bain, financial advisor Lees Summit MO
Ricky L. Bain
CRD#: 4525494
Lees Summit, MO

Ricky Bain (CRD# 4525494) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lees Summit, MO and has over 18 years of experience in the finance industry.

6
Michael Baker, financial advisor Kokomo IN
Michael A. Baker
CRD#: 1379711
2704 S Goyer Rd, Kokomo, IN 46902

Michael Baker (CRD# 1379711) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 27 years of experience in the finance industry.

7
Jamie Barber, financial advisor Kokomo IN
Jamie S. Barber
CRD#: 6107926
2704 South Goyer Rd, Kokomo, IN 46902

Jamie Barber (CRD# 6107926) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 7 years of experience in the finance industry.

8
Thomas Beachy, financial advisor Fort Wayne IN
Thomas E. Beachy
CRD#: 5220029
Fort Wayne, IN 46815
Thomas Beachy (CRD# 5220029) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Fort Wayne, IN and has over 9 years of experience in the finance industry. Thomas Beachy 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 putclients' interests first and comply with the Financial Planning Practice Standards.
9
Douglas Beam, financial advisor Morganton NC
Douglas C. Beam
CRD#: 6137255
Morganton, NC

Douglas Beam (CRD# 6137255) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Morganton, NC and has over 7 years of experience in the finance industry.

10
Russell Beasley, financial advisor Lavonia GA
Russell B. Beasley
CRD#: 3230076
1234 East Main St, Lavonia, GA 30553

Russell Beasley (CRD# 3230076) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lavonia, GA and has over 21 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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