Creative Financial Planning Advisors, Inc.

Creative Financial Planning Advisors, Inc. (CRD# 127878) is a financial advisory firm headquartered in South Bend, IN. They manage $27,441,930 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $326,690
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Creative Financial Planning Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Marlin F. Schmidt
CRD#: 414008
914 Lincoln Way West, Suite 212, South Bend, IN 46614

Marlin Schmidt (CRD# 414008) is an Investment Advisor Representative working at Creative Financial Planning Advisors, Inc. in South Bend, IN and has over 33 years of experience in the finance industry.

2
Ronald A. Silverman
CRD#: 809984
5652 Yellow Wood Drive, South Bend, IN 46614

Ronald Silverman (CRD# 809984) is an Investment Advisor Representative working at Creative Financial Planning Advisors, Inc. in South Bend, IN and has over 44 years of experience in the finance industry.

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