Thomas Beachy, financial advisor Fort Wayne IN

Thomas Beachy

CRD Number: 5220029
Current Firm: Creative Financial Designs, Inc.
Compensation Model: Both
Thomas Beachy (CRD# 5220029) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Fort Wayne, IN and has over 9 years of experience in the finance industry. Thomas Beachy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Beachy Wealth Management LLC Ft Wayne, IN Apr 2011 - Current 8
Cfd Investments Inc. Kokomo, IN Jan 2010 - Current 10
Creative Financial Designs, Inc. Kokomo, IN Jan 2010 - Current 10
Legend Equities Corporation Palm Beach Gardens, FL Jun 2001 - Dec 2009 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Thomas E. Beachy
Phone Number: 765-453-9600
Registered State(s):
  • FL
  • IN
  • OH
  • GA
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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