Adam Fullenkamp

Employer firm

Creative Financial Designs, Inc. CRD 109032

$2.94B regulatory AUM 473 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Seniormark
  Sidney, OH
• 10/2021 → Present
  Creative Financial Designs
  Kokomo, IN

Other Businesses

1.) Seniormark LLC - Investment related - 2551 W. Michigan St. Sidney, OH 45365 - Insurance Sales - Sales rep - 7/27/2015 - 80hrs./month - 4hrs./during trading hours - Solicit Medicare Health Insurance.

Designations

• Certified Financial Planner