Creative Financial Designs, Inc.

Creative Financial Designs, Inc. (CRD# 109032) is a financial advisory firm headquartered in Kokomo, IN. They manage $1,086,274,121 in 7,604 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,086
    MILLION
  • 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

Financial Advisors at Creative Financial Designs, Inc.
Showing 1 - 10 of 132 top financial advisors.
1
Douglas J. Atkins
CRD#: 4203046
Greenwood, IN 46143

Douglas Atkins (CRD# 4203046) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenwood, IN and has over 19 years of experience in the finance industry.

2
Brett M. Bacon
CRD#: 6080375
Lenexa, KS 66219

Brett Bacon (CRD# 6080375) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 7 years of experience in the finance industry.

3
Matthew O. Bahrenburg
CRD#: 5295661
Kokomo, IN 46901

Matthew Bahrenburg (CRD# 5295661) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 12 years of experience in the finance industry.

4
Michael A. Baker
CRD#: 1379711
Kokomo, IN 46902

Michael Baker (CRD# 1379711) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 26 years of experience in the finance industry.

5
Jamie S. Barber
CRD#: 6107926
Kokomo, IN 46902

Jamie Barber (CRD# 6107926) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 7 years of experience in the finance industry.

6
Thomas E. Beachy
CRD#: 5220029
Fort Wayne, IN 46815
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.
7
Russell B. Beasley
CRD#: 3230076
Lavonia, GA 30553

Russell Beasley (CRD# 3230076) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lavonia, GA and has over 20 years of experience in the finance industry.

8
Paul M. Betenbaugh
CRD#: 5222485
Orland, CA 95963

Paul Betenbaugh (CRD# 5222485) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Orland, CA and has over 13 years of experience in the finance industry.

9
Ashley M. Bolson
CRD#: 5368684
Independence, IA 50644

Ashley Bolson (CRD# 5368684) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Independence, IA and has over 11 years of experience in the finance industry. Ashley Bolson 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.

10
Trenton Brazel
CRD#: 6954978
Kokomo, IN 46902

Trenton Brazel (CRD# 6954978) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has 1 year of experience in the finance industry.

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