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Jeffery Scott Lillie

Creative Financial Designs, Inc.

Kokomo, IN

Rockford, IL

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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2004-11-19
  • IL RA
    APPROVED
    Since 2004-11-19

Branch Locations

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

6653 Weaver Rd Ste 117, Rockford, IL 61114 • 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
Lr Financial Services Rockford IL 02/2002 05/2019
Cfd Investments, Inc. Kokomo IN 11/2004 Present
Creative Financial Designs, Inc. Kokomo IN 11/2004 Present
Lr Financial Planners, Llc Rockford IL 05/2019 Present
  • 02/2002 → 05/2019
    Lr Financial Services
    Rockford, IL
  • 11/2004 → Present
    Cfd Investments, Inc.
    Kokomo, IN
  • 11/2004 → Present
    Creative Financial Designs, Inc.
    Kokomo, IN
  • 05/2019 → Present
    Lr Financial Planners, Llc
    Rockford, IL
Previous Registrations
Other Businesses

1. LR Financial Planners, LLC-INDEPENDENT INSURANCE sales and investment services 2. CREATIVE FINANCIAL DESIGNS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-09-25
S63 Uniform Securities Agent State Law Examination 2000-01-18
  • S65 Uniform Investment Adviser Law Examination
    2002-09-25
  • S63 Uniform Securities Agent State Law Examination
    2000-01-18

View on SEC IAPD

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SUE ELLEN ALLBAUGH

Other Offices

CREATIVE FINANCIAL DESIGNS, INC. · KOKOMO, IN
LPL FINANCIAL LLC · KOKOMO, IN
EDWARD JONES · KOKOMO, IN
HARBOUR INVESTMENTS, INC. · Kokomo, IN
SMITH FINANCIAL · KOKOMO, IN
MILESTONE ASSET MANAGEMENT, LLC · KOKOMO, IN
BROOKSTONE CAPITAL MANAGEMENT LLC · KOKOMO, IN
MILESTONE ASSET MANAGEMENT, LLC · Kokomo, IN

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