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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-08-04 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
45445 Mound Rd Suite 103, Shelby Township, MI 48317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments | Kokomo | IN | 08/2014 | Present |
| Creative Financial Designs | Kokomo | IN | 08/2019 | Present |
COVENANT FINANCIAL PLANNING, LLC - 48380 VAN DYKE, SUITE 200, SHELBY TWP, MI 48317 - PRESIDENT AND OWNER - FINANCIAL PLANNING FIRM THAT OFFERES SECURITIES AND INSURANCE PRODUCTS. INVESTMENT RELATED - APPROX 160 HRS PER MONTH MOST DURING TRADING HRS. INDEPENDENT FIXED INURANCE SALES WITH VARIOUS INSURANCE COMPANIES. APPROX 20 HRS PER MONTH SOME DURING TRADING HRS. Covenant Financial Group LLC-CEO-50% owner-50 hrs/MO-Shelby Township MI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-27 |
| S65 | Uniform Investment Adviser Law Examination | 2003-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-12 |
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