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
Stephen Matson (CRD# 1191486) 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.
Terry May (CRD# 1453998) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 37 years of experience in the finance industry.
Trent May (CRD# 5275133) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 14 years of experience in the finance industry.
Richard McDaniel (CRD# 5147268) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Gallipolis, OH and has over 17 years of experience in the finance industry.
Michael McNeal (CRD# 6690638) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Tipton, IN and has over 7 years of experience in the finance industry.
Leslie Miller (CRD# 4043984) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Brazil, IN and has over 24 years of experience in the finance industry.
Anthony Montenegro (CRD# 4161085) 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.
Jason Murphy (CRD# 4411104) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 9 years of experience in the finance industry.
Leonard Neisler (CRD# 345825) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 39 years of experience in the finance industry.
Steven Neustaedter (CRD# 2789654) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 27 years of experience in the finance industry.