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).

By the Numbers
  • Total Assets Under Management
    1,710
    MILLION
  • Total Number of Accounts
    11,616
    ACCOUNTS
  • Average Account Value
    $147,242
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
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 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 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.

2
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 23 years of experience in the finance industry.

3
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 11 years of experience in the finance industry.

4
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 16 years of experience in the finance industry.

5
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 21 years of experience in the finance industry.

6
Thomas E. Beachy
CRD#: 5220029
2704 S Goyer Rd, Kokomo, IN 46902
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.
7
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 11 years of experience in the finance industry.

8
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 24 years of experience in the finance industry.

9
Paul M. Betenbaugh
CRD#: 5222485
1165 Hoff Way, Ste 202, Orland, CA 95963

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.

10
Jeremy M. Braden
CRD#: 6011274
1801 W 32nd Street, Suite C216, Joplin, MO 64804

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.

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