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Creative Financial Designs, Inc. CRD 109032
$2.94B regulatory AUM 473 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2016-04-08 |
Branch Locations
2704 South Goyer Rd, Kokomo, IN 46902 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
5405 Gateway Centre Drive Suite A, Flint, MI 48507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments, Inc | Kokomo | IN | 04/2005 | Present |
1.Independent Insurance Sales-Investment Related-Kokomo, IN 2. Williams Financial Consulting, LLC-Business name established for tax purposes-Owner-Investment related-Kokomo IN 3. Creative Financial Designs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-21 |
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