Creative Financial Designs, Inc.
Creative Financial Designs, Inc. (CRD# 109032) is a financial advisory firm headquartered in Kokomo, IN. They manage $2,082,130,980 in 12,377 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management2,082MILLION
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Total Number of Accounts12,377ACCOUNTS
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Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- 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
Rosemary Robinson (CRD# 5625430) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 15 years of experience in the finance industry.
Brooke Rockey (CRD# 4817176) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 18 years of experience in the finance industry.
Christopher Rockey (CRD# 5504531) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 15 years of experience in the finance industry.
Kregg Rooze (CRD# 3174063) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 24 years of experience in the finance industry.
Martin Shapiro (CRD# 727804) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Travelers Rest, SC and has over 40 years of experience in the finance industry.
Douglas Shields (CRD# 2255178) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 13 years of experience in the finance industry.
David Simeone (CRD# 4371593) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Monroeville, PA and has over 23 years of experience in the finance industry.
D Mark Smith (CRD# 1063531) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 41 years of experience in the finance industry.
Jamie Smith Barber (CRD# 6107926) 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.
Robert Soohey (CRD# 6212966) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 10 years of experience in the finance industry.