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
Andrew Klinker (CRD# 2760972) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Hoagland, IN and has over 27 years of experience in the finance industry.
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.
Jeff Larimore (CRD# 1228505) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Hobart, IN and has over 40 years of experience in the finance industry.
Alejandro Lebron (CRD# 2646271) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Flint, MI and has over 28 years of experience in the finance industry.
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.
James Martin (CRD# 2083699) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Fort Loudon, PA and has over 33 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.