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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2007-10-23 |
| MO | RA | APPROVED | 2007-10-23 |
Branch Locations
7400 West 132Nd St Suite 190, Overland Park, KS 66213 • United States
Lees Summit, MO • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
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 |
|---|---|---|---|---|
| Lighthouse Financial Strategies | Lee'S Summit | MO | 11/2003 | Present |
| Cfd Investments, Inc. | Kokomo | IN | 10/2007 | Present |
| Creative Financial Designs | Kokomo | IN | 10/2007 | Present |
1) Lighthouse Financial Strategies; Investment Related; 5145 SW Raintree Pkwy, Lees Summit, Missouri 64082; Life, Health, Disability, Long Term Care Insurance and Financial Adviser; Founder & Advisor; 11/2023; 175 hours/Month; 6 hours/ month; Manage all aspects of financial advisory business and staff. 2) CREATIVE FINANCIAL DESIGN, INC. 2704 S GOYER RD, KOKOMO, IN 46902. INVESTMENT ADVISOR REPRESENTATIVE 4) Base 105-REFERRAL FEES FROM TAX PLANNING COMPANY. Not Investments related- - 1 HR/MONTH 5) IDENTITY THEFT & PREPAID LEGAL SERVICES/SALES - ASSOCIATE - 1 HR/MONTH 6) LFS Properties, LLC25% OWNER OF OFFICE BUILDING 4 HRS/MONTH 7. Lighthouse Tax Strategies, LLC-Tax Preparation Services-49% Owner-Revenue Sharing-Not investment related-Lees Summit MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-21 |
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