Best Investors Account Sign in
Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-25
  • MI RA
    APPROVED
    Since 2024-09-25

Branch Locations

2140 University Park Dr. Suite 250, Okemos, MI 48864 • United States

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

5405 Gateway Centre Suite A, Flint, MI 48507 • 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
Lutheran Financial Services Grand Ledge MI 04/2011 09/2019
Regulus Advisors, Llc Kentwood MI 12/2014 09/2019
Gleaner Financial Adrian MI 09/2019 09/2020
Creative Financial Designs Kokomo IN 09/2024 Present
Gleaner Life Adrian MI 10/2020 08/2024
Cfd Investments Kokomo IN 10/2024 Present
  • 04/2011 → 09/2019
    Lutheran Financial Services
    Grand Ledge, MI
  • 12/2014 → 09/2019
    Regulus Advisors, Llc
    Kentwood, MI
  • 09/2019 → 09/2020
    Gleaner Financial
    Adrian, MI
  • 09/2024 → Present
    Creative Financial Designs
    Kokomo, IN
  • 10/2020 → 08/2024
    Gleaner Life
    Adrian, MI
  • 10/2024 → Present
    Cfd Investments
    Kokomo, IN
Previous Registrations
Other Businesses

1.Independent Insurance sales; Investment related; East Lansing, MI; 9/2024; 20 hrs/mo; 20 hrs/mo during securities trading hours 2. LW River Partners, LLC; Non investment related; East Lansing, MI; woodworking; partner; 4hr/mo; 0 hours during securities trading hours 3. MAC Advisors; investment-related; 5405 Gateway Centre Dr. Ste A, Flint, MI 48507; Financial planning and investment management; Financial Adviser; 10/29/2024; 20 hours per month, 20 hours during securities hours 4. Bridge Wealth Management; investment-related; 2140 University Dr. Ste 250, Okemos, MI 48864; Holistic financial planning and investment management; Financial Adviser; 10/29/2024; 20 hours per month, 20 hours during securities trading hours 5. Odyssey Wealth Legacy Group, LLC; investment related; 5723 Westminster Way, East Lansing, MI 48823; Financial planning; 11/24/2025; 40 hrs/month; 40 hrs/month; financial planning and investment management 6. Creative Financial Designs

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-15
S65 Uniform Investment Adviser Law Examination 2020-03-16
S66 Uniform Combined State Law Examination 2004-09-01
  • S63 Uniform Securities Agent State Law Examination
    2024-10-15
  • S65 Uniform Investment Adviser Law Examination
    2020-03-16
  • S66 Uniform Combined State Law Examination
    2004-09-01
Designations
Other Names
  • Larry Leon Weichel

View on SEC IAPD

More in Okemos, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor