Michael McNeal (CRD# 6690638) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Tipton, IN and has over 7 years of experience in the finance industry. Michael McNeal 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.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5349647
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cfd Investments, Inc. | Kokomo, IN | Nov 2020 - Current | 3 |
| Creative Financial Designs | Kokomo, IN | Nov 2020 - Current | 3 |
| Mcneal Wealth Management, LLC | Tipton, IN | Jul 2016 - Current | 7 |
| Avantax Advisory Services | Tipton, IN | Oct 2017 - Nov 2020 | 3 |
| Avantax Investment Services, Inc. | Tipton, IN | Oct 2017 - Nov 2020 | 3 |
| Avantax Insurance Agency, LLC | Tipton, IN | Mar 2017 - Nov 2020 | 3 |
| Hd Vest Investment Services | Fishers, IN | Jul 2016 - Oct 2017 | 1 |
| Ibm Corporation | Indianapolis, IN | Dec 2007 - Aug 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
| S63 | Uniform Securities State Law Examination | Nov 2016 |
- IN
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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
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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