Steven Craig Neustaedter

Current Employers

Employment History

• 11/2010 → Present
  Steven Neustaedter And Associates, Inc.
  Tampa, FL
• 03/2013 → Present
  Cfd Investments Inc
  Kokomo, IN
• 03/2013 → Present
  Creative Financial Designs Inc
  Kokomo, IN

Previous Registrations

• 2012-12-14 → 2013-03-15
  Planmember Securities Corporation
  Tampa, FL
  Winter Springs, FL
  Tampa, FL
• 2009-12-07 → 2012-11-28
  Independent Financial Partners
  Tampa, FL
• 2009-09-11 → 2012-11-27
  Lpl Financial Llc
  Boca Raton, FL
  Tampa, FL
• 2008-04-04 → 2009-09-24
  Mutual Service Corporation
  Delray Beach, FL
  West Palm Beach, FL
  Delray Beach, FL
  West Palm Beach, FL
  Boston, MA
• 2008-02-06 → 2008-03-17
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
  Boca Raton, FL
• 2005-06-20 → 2008-01-31
  Creative Financial Designs, Inc.
  Kokomo, IN
  Mission, KS
• 2004-11-05 → 2005-06-16
  Planmember Securities Corporation
  Mission, KS
• 2004-06-04 → 2004-12-09
  Osaic Wealth, Inc.
  Mission, KS
• 2004-03-16 → 2004-06-10
  Nsa Securities Corporation
  Mission, KS
• 2003-03-04 → 2004-03-23
  Planmember Securities Corporation
  Mission, KS
• 1999-10-26 → 2003-03-26
  Vestax Securities Corporation
  Kansas City, MO

Other Businesses

1. Independent Insurance Sales 2. Creative Financial Designs 3. Swan Wealth Mgmt LLC.; Investment Related; 18333 Egret Bay Blvd. Suite 645, Huston, TX 77058; Financial Planning, Investment Management, Medicare, etc.; CFP,CKA; 6/3/2024; 100 hours/month; 4 hours/month; Perform all duties, sales, and marketing to generate new clients, take care of existing clients and trade on accounts

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-16
• S63 Uniform Securities Agent State Law Examination
  1996-10-14

Designations