Creative Financial Strategies, Inc.
Creative Financial Strategies, Inc. (CRD# 116962) is a financial advisory firm headquartered in Littleton, NH. They manage $42,120,000 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Creative Financial Strategies, Inc.
By the Numbers
-
Total Assets Under Management42MILLION
-
Total Number of Accounts63ACCOUNTS
-
Average Account Value$668,571
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NH
Financial Advisors at Creative Financial Strategies, Inc.
1
Kevin Obrien (CRD# 815716) is an Investment Advisor Representative working at Creative Financial Strategies, Inc. in Littleton, NH and has over 31 years of experience in the finance industry.
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