Creative Financial Services, Inc.
Creative Financial Services, Inc. (CRD# 119801) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $72,500,000 in 500 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Creative Financial Services, Inc.
By the Numbers
-
Total Assets Under Management73MILLION
-
Total Number of Accounts500ACCOUNTS
-
Average Account Value$145,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, OH, TX
Financial Advisors at Creative Financial Services, Inc.
1
Jill Isbell (CRD# 5351557) is an Investment Advisor Representative working at Creative Financial Services, Inc. in Colorado Springs, CO and has over 16 years of experience in the finance industry.
2
Rebecca Miller (CRD# 6556936) is an Investment Advisor Representative working at Creative Financial Services, Inc. in Colorado Springs, CO and has over 8 years of experience in the finance industry.
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