Creative Financial Services, Inc.

Creative Financial Services, Inc. (CRD# 119801) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $28,597,164 in 311 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $91,952
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, OH

Financial Advisors at Creative Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paulette J. Hubbard
CRD#: 1093381
717 South Main Street, North Canton, OH 44720
96
Wealthminder
score

Paulette Hubbard (CRD# 1093381) is an Investment Advisor Representative working at Creative Financial Services, Inc. in North Canton, OH and has over 27 years of experience in the finance industry. Paulette Hubbard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Rebecca L. Miller
CRD#: 6556936
536 East Uintah Street, Colorado Springs, CO 80903
87
Wealthminder
score

Rebecca Miller (CRD# 6556936) is an Investment Advisor Representative working at Creative Financial Services, Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry.

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