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).
Total Assets Under Management29MILLION
Total Number of Accounts311ACCOUNTS
Average Account Value$91,952
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paulette Hubbard (CRD# 1093381) is an Investment Advisor Representative working at Creative Financial Services, Inc. in North Canton, OH and has over 26 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.
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.