Creative Financial Strategies, Inc.

Creative Financial Strategies, Inc. (CRD# 116962) is a financial advisory firm headquartered in Littleton, NH. They manage $6,430,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $194,848
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

NH

Financial Advisors at Creative Financial Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donald L. Crane
CRD#: 6080556
272 Main Street, Lancaster, NH 03584
93
Wealthminder
score

Donald Crane (CRD# 6080556) is an Investment Advisor Representative working at Creative Financial Strategies, Inc. in Lancaster, NH and has over 5 years of experience in the finance industry.

2
Kevin M. Obrien
CRD#: 815716
,
73
Wealthminder
score

Kevin Obrien (CRD# 815716) is an Investment Advisor Representative working at Creative Financial Strategies, Inc. in , and has over 25 years of experience in the finance industry.

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