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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-03-05
  • MO RA
    APPROVED
    Since 2021-03-05

Branch Locations

1801 W 32Nd Street Suite C216, Joplin, MO 64804 • United States

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

1426 E Bradford Pkwy Suite A, Springfield, MO 65804 • 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
Waddell & Reed, Inc Springfield MO 08/2012 03/2018
New York Life Insurance Co. Overland Park KS 03/2018 03/2021
Nylife Securities Llc Overland Park KS 04/2018 03/2021
Eagle Strategies Llc Overland Park KS 04/2018 03/2021
Strategic Wealth Solutions Springfield MO 12/2018 Present
Cfd Investments, Inc Kokomo IN 03/2021 Present
Creative Financial Designs, Inc Kokomo IN 03/2021 Present
  • 08/2012 → 03/2018
    Waddell & Reed, Inc
    Springfield, MO
  • 03/2018 → 03/2021
    New York Life Insurance Co.
    Overland Park, KS
  • 04/2018 → 03/2021
    Nylife Securities Llc
    Overland Park, KS
  • 04/2018 → 03/2021
    Overland Park, KS
  • 12/2018 → Present
    Strategic Wealth Solutions
    Springfield, MO
  • 03/2021 → Present
    Cfd Investments, Inc
    Kokomo, IN
  • 03/2021 → Present
    Kokomo, IN
Previous Registrations
  • 2018-04-27 → 2021-03-10
    Joplin, MO
    Springfield, MO
  • 2012-07-06 → 2018-03-20
    Waddell & Reed
    Springfield, MO
    Joplin, MO
    Edmond, OK
Other Businesses

1. Creative Financial Designs, Inc 2. Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Springfield MO 65804; Insurance Broker; Commissions; 4 hours per month 3. Strategic Wealth Solutions; Investment related; 10/2018; Springfield, MO-DBA-running my investment and insurance business through; Owner; 0 hrs/month; no compensation 4. eBay Sales; Bruner, MO; 15 hrs/month; Sales compensation; non-investment related 5. Braden Family Farm, LLC; not investment related; 6/15/2022; Bruner, MO; Manage Livestock and vegetation for sale; Co-Owner; 100hrs/month; 0 hrs/month; Co-owner, manage day to day operations 6. Braden Services, LLC; Pass through for investment business; Investment related; Bruner, MO; Owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-05
  • S66 Uniform Combined State Law Examination
    2012-07-05

View on SEC IAPD

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