Creative Financial Designs, Inc.
Creative Financial Designs, Inc. (CRD# 109032) is a financial advisory firm headquartered in Kokomo, IN. They manage $799,859,678 in 6,786 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management800MILLION
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Total Number of Accounts6,786ACCOUNTS
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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
Mark Baird is a graduate of Purdue University where he obtained a Bachelor of Science degree in Land Surveying from the school of Engineering. He later obtained a Master of Business Administration (MBA) from Houston Baptist University. After graduating from Purdue and moving to Houston, Texas, Mark worked in the engineering department of a large energy company now known as NRG Energy. During his career at the company, he held several different leadership roles including the Director of Employee Benefits where he was in charge of the company’s 401k plans, stock plans, pension plans, and all health and welfare benefits.
During his tenure, he obtained his designation as a Certified Financial Planner™. Mark has always been passionate about helping people with their financial lives, assisting them with making sense of the sometimes confusing and complicated world of personal finance.
Mark continued this passion for helping others by attending and completing Dave Ramsey’s Financial Coach Master Training. As a financial coach, Mark learned how best to provide common sense education and empowerment that will give people the skills they need to change their lives. Mark uses this training as well as his expertise as a CFP® to guide families through the creation of a unique financial plan. Everyone needs a financial plan in order to succeed and Mark firmly believes that a thorough and effective plan is the foundation for a successful life.
Nancy Guillen (CRD# 5601761) is an Investment Advisor Representative working at Southern Heritage Investments & Planning in Morristown, TN.
Advisory Services are offered through Creative Financial Designs, Inc. a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer, Kokomo, IN 46902 (765) 453-9600.
Southern Heritage Investments & Planning is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.
Christopher Buxton (CRD# 4382948) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 16 years of experience in the finance industry. Christopher Buxton 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.
William Cardwell (CRD# 5602142) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 8 years of experience in the finance industry. William Cardwell 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.
Rodney Carroll (CRD# 5623309) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 8 years of experience in the finance industry. Rodney Carroll 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.
Dennis Dawson (CRD# 1314423) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Carmel, IN and has over 23 years of experience in the finance industry. Dennis Dawson 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.
William Gettings (CRD# 1035568) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lafayette, IN and has over 34 years of experience in the finance industry.
Michael Graef (CRD# 5042851) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 11 years of experience in the finance industry. Michael Graef 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.
Gene Griffin (CRD# 1637650) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Terre Haute, IN and has over 23 years of experience in the finance industry. Gene Griffin 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.