Jeremy Braden, financial advisor Joplin MO

Jeremy Braden

CRD Number: 6011274
Current Firm: Creative Financial Designs, Inc.

Jeremy Braden (CRD# 6011274) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Joplin, MO and has over 11 years of experience in the finance industry.

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Osaic Wealth, Inc.
Company Name Location Dates Years
Cfd Investments, Inc. Kokomo, IN Mar 2021 - Current 3
Strategic Wealth Solutions Springfield, MO Dec 2018 - Mar 2021 2
Nylife Securities LLC Overland Park, KS Apr 2018 - Mar 2021 2
Eagle Strategies LLC Overland Park, KS Apr 2018 - Mar 2021 2
New York Life Insurance Company Overland Park, KS Mar 2018 - Mar 2021 3
Waddell & Reed, Inc. Springfield, MO Aug 2012 - Mar 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Jeremy M. Braden
Phone Number: 765-453-9600
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    2,082
    MILLIONS
  • Total Number of Accounts
    12,377
    ACCOUNTS
  • Average Account Value
    $168,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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