Renee Stewart, financial advisor Brazil IN

Renee Stewart

CRD Number: 4043936
Current Firm: Creative Financial Designs, Inc.

Renee Stewart (CRD# 4043936) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Brazil, IN and has over 20 years of experience in the finance industry.

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Creative Financial Designs, Inc.
Company Name Location Dates Years
Creative Financial Designs, Inc. Kokomo, IN Dec 2010 - Current 9
Cfd Investments, Inc. Kokomo, IN Dec 2010 - Current 9
Miller & Stewart, LLC Brazil, IN Jun 2004 - Current 15
Cssc Brokerage Services, Inc. Brazil, IN Mar 2007 - Dec 2010 3
Cssc Investment Advisory Services Brazil, IN Jul 1999 - Dec 2010 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1999
Contact Info for Renee C. Stewart
Phone Number: 765-453-9600
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,086
    MILLIONS
  • Total Number of Accounts
    7,604
    ACCOUNTS
  • Average Account Value
    $142,856
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

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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