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Employer firm

Creative Financial Designs, Inc. CRD 109032

$2.94B regulatory AUM 473 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Financial Designs, Inc.

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2014-05-23
  • TN RA
    APPROVED
    Since 2014-05-23

Branch Locations

2704 S Goyer Rd, Kokomo, IN 46902 • United States

228 E Broad Street Suite 100, Cookeville, TN 38501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Financial Designs Kokomo IN 03/2014 Present
Diamond Financial Group Sparta TN 03/2014 Present
Cfd Investments Kokomo IN 03/2014 Present
  • 03/2014 → Present
    Creative Financial Designs
    Kokomo, IN
  • 03/2014 → Present
    Diamond Financial Group
    Sparta, TN
  • 03/2014 → Present
    Cfd Investments
    Kokomo, IN
Other Businesses

DIAMOND FINANCIAL GROUP- - INDEPENDANT INSURANCE SALES The Magic Man-Professional Juggler and Magician-Non Investment related-2-4 hrs/MO-Sparta, TN Creative Financial Designs, Inc Beekeeper-Non investment related-Sparta, TN

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-22
  • S66 Uniform Combined State Law Examination
    2014-05-22

View on SEC IAPD

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