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
Jaime Gaona (CRD# 6265143) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 10 years of experience in the finance industry.
Benjamin Glenn (CRD# 5587328) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Harrisonburg, VA and has over 15 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 18 years of experience in the finance industry.
Mark Gray (CRD# 2429926) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 28 years of experience in the finance industry.
Gene Griffin (CRD# 1637650) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Terre Haute, IN and has over 29 years of experience in the finance industry.
Eric Grzegorski (CRD# 5934204) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 12 years of experience in the finance industry.
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.
Melissa Gunter (CRD# 6360356) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 9 years of experience in the finance industry.
James Guyot (CRD# 4517834) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 22 years of experience in the finance industry.
Douglas Hanson (CRD# 6921006) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 5 years of experience in the finance industry.