Creative Financial Designs, Inc.
Creative Financial Designs, Inc. (CRD# 109032) is a financial advisory firm headquartered in Kokomo, IN. They manage $1,710,359,005 in 11,616 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,710MILLION
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Total Number of Accounts11,616ACCOUNTS
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Average Account Value$147,242
- 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, 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
Brandon Akers (CRD# 5538135) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Johns Creek, GA and has over 15 years of experience in the finance industry. Brandon Akers 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.
Douglas Atkins (CRD# 4203046) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenwood, IN and has over 23 years of experience in the finance industry.
Brett Bacon (CRD# 6080375) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 11 years of experience in the finance industry.
Matthew Bahrenburg (CRD# 5295661) 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.
Ricky Bain (CRD# 4525494) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lees Summit, MO and has over 21 years of experience in the finance industry.
Douglas Beam (CRD# 6137255) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Morganton, NC and has over 11 years of experience in the finance industry.
Russell Beasley (CRD# 3230076) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lavonia, GA and has over 24 years of experience in the finance industry.
Paul Betenbaugh (CRD# 5222485) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Orland, CA and has over 17 years of experience in the finance industry.
Jeremy Braden (CRD# 6011274) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Joplin, MO and has over 11 years of experience in the finance industry.