Best Investors
Account
Sign in
Best Investors
Account
Sign in
Creative Financial Designs, Inc. CRD 109032
$2.94B regulatory AUM 473 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-10-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments, Inc. | Kokomo | IN | 10/2014 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 10/2014 | Present |
1. Robert H Britton & Associates, LLC - DBA Integrity Financial Planning FRANKENMUTH, MI 48734 - Owner- I PROVIDE FINANCIAL PLANNING SERVICES INCLUDING THE SALE OF SECURITIES PRODUCTS AND FIXED INSURANCE PRODUCTS. INVESTMENT RELATED BUSINESS - APPROX 150 HRS. PER MONTH - MOST DUING TRADING HRS. 2. Creative Financial Designs, Inc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-03 |
Reach out to this advisor