Craig Drees (CRD# 2575838) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Fort Loramie, OH and has over 24 years of experience in the finance industry.
CRD# 711261
Lpl Financial LLC
CRD# 5441376
Park Avenue Securities LLC
CRD# 6324829
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cfd Investments, Inc. | Kokomo, IN | Apr 2010 - Current | 14 |
| Creative Financial Designs | Kokomo, IN | Apr 2010 - Current | 14 |
| Security Counselors | Celina, OH | Jan 2005 - Current | 19 |
| Standard Life | Ft. Loramie, OH | Mar 2001 - Current | 23 |
| D.b.a. Dree's Financial Services | Ft. Loramie, OH | Jul 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
- OH
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Total Assets Under Management2,082MILLIONS
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Total Number of Accounts12,377ACCOUNTS
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Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
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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