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Employer firm

Creative Financial Solutions, LLC CRD 120153

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Financial Solutions, Llc

310 E. Court Street, Washington C. H., OH 43160 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-11-27
  • OH RA
    APPROVED
    Since 2018-11-27

Branch Locations

310 E. Court St., Washington Court House, OH 43160 • United States

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-11-23
  • OH RA
    APPROVED
    Since 2018-11-23

Branch Locations

310 E Court Street, Washington Court House, OH 43160 • 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
The Huntington Investment Company Columbus OH 01/2013 11/2018
Cambridge Investment Research Advisors Inc. Fairfield IA 11/2018 Present
Cambridge Investment Research Inc. Fairfield IA 11/2018 Present
Previous Registrations
Other Businesses

1.CREATIVE FINANCIAL SOLUTIONS LLC, 310 E COURT ST, WASHINGTON COURT HOUSE, OH, 11/2018 AS ADVISORY REP OF A RIA. INV REL - 5/WK - 1/TRADING. 2.KELLEY FINANCIAL LLC, 310 E COURT ST, WASHINGTON COURT HOUSE, OH, 11/2018 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/WK - 2/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4.STEVEN RAWLINS, 11/22/2023, Trustee, Position of Trust, NIR, 0 HR/MO, 0 HR/MO TRADING. 5.ROCHELLE RAWLINS, 11/22/2023, Trustee, Position of Trust, NIR, 0 HR/MO, 0 HR/MO TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-08
  • S66 Uniform Combined State Law Examination
    2010-10-08
Designations
  • Certified Financial Planner

View on SEC IAPD

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