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).
-
Total Assets Under Management2,082MILLION
-
Total Number of Accounts12,377ACCOUNTS
-
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
Jared Houseman (CRD# 5679488) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sherrill, NY and has over 12 years of experience in the finance industry.
Troy Jerrils (CRD# 4481694) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 22 years of experience in the finance industry.
David Kurschat (CRD# 7383261) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has 1 year of experience in the finance industry.
Paul Lapointe (CRD# 1768549) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 36 years of experience in the finance industry.
Kevin Lewin (CRD# 7238676) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 3 years of experience in the finance industry.
Gavin Lovvorn (CRD# 7310424) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Fort Wayne, IN and has over 3 years of experience in the finance industry.
Jacob Oliver (CRD# 7341902) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 3 years of experience in the finance industry.
Bailey Owens (CRD# 7680885) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has 1 year of experience in the finance industry.
Cole Silva (CRD# 7783844) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has 1 year of experience in the finance industry.
Damian Smith (CRD# 7626304) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has 1 year of experience in the finance industry.