Otto Everett Ray

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → Present
  Cfd Investments, Inc
  Kokomo, IN
• 06/2008 → Present
  Otto Ray Insurance & Investments
  Bloomington, IN

Other Businesses

1)Creative Financial Designs 2)Otto Ray Agency-Property and Casualty Ins-50% owner-Silent Partner-Non-investment related-1-2 hrs/mo-Bloomington IN 3)Emmanuel Church- Matinsville Campus; non-investment related; 1396 E Columbus Street Martinsville, IN 46151; musician; bassist; playing bass in 2 to 3 worship songs during Sunday services; 10/8/2023; 10 hours/week; 0 hours/week

Exams

• S66 Uniform Combined State Law Examination
  2017-03-21
• S63 Uniform Securities Agent State Law Examination
  1998-09-30

Designations

• Certified Financial Planner