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Creative Financial Designs, Inc.
Kokomo, Indiana
4.0
4 Reviews
Creative Financial Designs, Inc. is a reputable regional investment advisory firm headquartered in Kokomo, IN. With a total of 145 employees, the majority of whom specialize in investment advisory services, the company prides itself on providing exceptional financial guidance to its clients. Each investment advisor at Creative Financial Designs manages an average of $34,640,000 in assets under management, showcasing their expertise and ability to handle substantial portfolios.
The firm's compensation structure encompasses various types, ensuring flexibility and tailored solutions for their diverse clientele. Advisors may receive ...see more
Assets Under Mgmt
$1.71B
Investment Professionals
140
Locations
94
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Market timing services
- Educational seminars/workshops
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Charged with a felony (10 yrs)
- SEC or CFTC found with a false statement or omission
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
- Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
- Had investment related business activity restricted by federal regulatory agency
- Self-regulatory organization found you made a false statement or omission
- Found to have been involved in a violation of self-regulatory organizations rules
- Disciplined by self-regulatory organization or commodities exchange
Reviews for Creative Financial Designs, Inc.
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