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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2019-01-28
  • SD RA
    APPROVED
    Since 2019-01-28

Branch Locations

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

550 N. 5Th St. Ste. 319, Rapid City, SD 57701 • 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
Wells Fargo Bank Na Rapid City SD 05/2014 06/2017
Wells Fargo Advisors Llc Rapid City SD 05/2014 11/2016
Wells Fargo Clearing Services, Llc Rapid City SD 11/2016 06/2017
Questar Capital Corporation Minneapolis MN 07/2017 01/2019
Questar Asset Management Minneapolis MN 07/2017 01/2019
Cfd Investments Kokomo IN 01/2019 Present
  • 05/2014 → 06/2017
    Wells Fargo Bank Na
    Rapid City, SD
  • 05/2014 → 11/2016
    Wells Fargo Advisors Llc
    Rapid City, SD
  • 11/2016 → 06/2017
    Rapid City, SD
  • 07/2017 → 01/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 07/2017 → 01/2019
    Questar Asset Management
    Minneapolis, MN
  • 01/2019 → Present
    Cfd Investments
    Kokomo, IN
Previous Registrations
  • 2017-07-14 → 2019-01-24
    Questar Asset Management, Inc.
    Rapid City, SD
    Minneapolis, MN
    Rapid City, SD
  • 2014-06-13 → 2017-07-13
    Rapid City, SD
    Sioux Falls, SD
    Omaha, NE
    Sioux Falls, SD
  • 2012-10-15 → 2014-05-07
    Waddell & Reed
    Rapid City, SD
Other Businesses

SAEED SULAIMAN RENTAL PROPERTY. POSITION: Owner. NATURE: I will be living in one half of duplex and renting out the other half. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 1301 W OMAHA STREET STE 202, Rapid City SD 57701, United States DESCRIPTION: Collecting rent checks. Calling services if needed for the property. SHIELD FINANCIAL POSITION: Financial Services/INSURANCE AGENT. NATURE: INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/05/2017 ADDRESS: RAPID CITY SD 57701, United States DESCRIPTION: Investments-Insurance-Planning Creative Financial Designs Lively HSA-Investment related-Rapid City SD-refer HSA account for a fee-Affiliate-5/24/22-Half hr/mo-0 hrs during trading- referring clients to set up HSA accounts

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-12
  • S66 Uniform Combined State Law Examination
    2012-10-12

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