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).
Current Firm Details
Creative Financial Planning Advisors, Inc.
By the Numbers
-
Total Assets Under Management27MILLION
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Total Number of Accounts84ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Creative Financial Planning Advisors, Inc.
1
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 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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