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Distance Only Kokomo, IN
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Justin Keeling (CRD# 3174073) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 24 years of experience in the finance industry. Justin Keeling 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Kendall (CRD# 5625173) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kokomo, IN and has over 15 years of experience in the finance industry. Jason Kendall 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Kent Lalonde (CRD# 3241329) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 24 years of experience in the finance industry. Kent Lalonde 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Robin Lee (CRD# 3166016) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 25 years of experience in the finance industry.
Jeffery Lillie (CRD# 4118277) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 24 years of experience in the finance industry.
David Lolley (CRD# 4582305) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 21 years of experience in the finance industry.
Kyle Marburger (CRD# 5164477) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 17 years of experience in the finance industry.
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.
Anthony Montenegro (CRD# 4161085) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 24 years of experience in the finance industry.
Jason Murphy (CRD# 4411104) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 9 years of experience in the finance industry.