Stephen Matson, financial advisor Kokomo IN

Stephen Matson

CRD Number: 1191486
Current Firm: Creative Financial Designs, Inc.

Stephen Matson (CRD# 1191486) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 15 years of experience in the finance industry.

Similar Advisors
Susan Alexander, financial advisor Kokomo IN
Susan M. Alexander
CRD# 4745563
Ausdal Financial Partners, Inc.
Similar Advisors
Sue Allbaugh, financial advisor Kokomo IN
Sue E. Allbaugh
CRD# 3260878
Pnc Investments
Similar Advisors
Matthew Bahrenburg, financial advisor Kokomo IN
Matthew O. Bahrenburg
CRD# 5295661
Creative Financial Designs, Inc.
Company Name Location Dates Years
Creative Financial Designs Kokomo, IN Dec 2006 - Current 17
Cfd Investments, Inc. Kokomo, IN Sep 2004 - Current 19
Matson Insurance Agency, Inc. Zanesville, OH May 1985 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Stephen C. Matson
Phone Number: 765-453-9600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,710
    MILLIONS
  • Total Number of Accounts
    11,616
    ACCOUNTS
  • Average Account Value
    $147,242
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Market timing services
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.