Creative Financial Designs, Inc.
Creative Financial Designs, Inc. (CRD# 109032) is a financial advisory firm headquartered in Kokomo, IN. They manage $2,082,130,980 in 12,377 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management2,082MILLION
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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
Renee Stewart (CRD# 4043936) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Brazil, IN and has over 24 years of experience in the finance industry.
Saeed Sulaiman (CRD# 6030295) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 11 years of experience in the finance industry.
Kurt Supe (CRD# 4154773) 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.
Randy Umbaugh (CRD# 2626507) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 28 years of experience in the finance industry.
Joseph Verissimo (CRD# 5514835) 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.
Dawn Walker (CRD# 1264422) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Stillwater, MN and has over 24 years of experience in the finance industry.
Stephen Werner (CRD# 1864963) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 35 years of experience in the finance industry.
Bruce Western (CRD# 1896024) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Cedar Rapids, IA and has over 35 years of experience in the finance industry.
Charles White (CRD# 3099999) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lebanon, KY and has over 25 years of experience in the finance industry.
Ryan Williams (CRD# 5348158) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 16 years of experience in the finance industry.