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Inactive

Cole Daniel Schroeder

Creative Financial Designs, Inc.

Kokomo, IN

Kokomo, IN

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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-03-09
  • IN RA
    APPROVED
    Since 2026-03-09

Branch Locations

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

2704 S Goyer Rd, Kokomo, IN 46902 • 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
1St Source Bank South Bend IN 05/2020 01/2021
Ball State University Muncie IN 08/2016 05/2020
1St Source Bank Rochester IN 05/2019 08/2019
Lowe's Kokomo IN 05/2018 08/2018
Lowe's Kokomo IN 05/2017 08/2017
Lpl Financial Llc South Bend IN 05/2020 01/2021
Ups Kokomo IN 09/2021 01/2022
State Farm Kokomo IN 04/2022 10/2023
Cfd Investments Kokomo IN 10/2023 Present
Unemployed Kokomo IN 01/2021 09/2021
  • 05/2020 → 01/2021
    1St Source Bank
    South Bend, IN
  • 08/2016 → 05/2020
    Ball State University
    Muncie, IN
  • 05/2019 → 08/2019
    1St Source Bank
    Rochester, IN
  • 05/2018 → 08/2018
    Lowe's
    Kokomo, IN
  • 05/2017 → 08/2017
    Lowe's
    Kokomo, IN
  • 05/2020 → 01/2021
    Lpl Financial Llc
    South Bend, IN
  • 09/2021 → 01/2022
    Ups
    Kokomo, IN
  • 04/2022 → 10/2023
    State Farm
    Kokomo, IN
  • 10/2023 → Present
    Cfd Investments
    Kokomo, IN
  • 01/2021 → 09/2021
    Unemployed
    Kokomo, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-09
  • S66 Uniform Combined State Law Examination
    2026-03-09

View on SEC IAPD

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DAVID LARRY DRUMMOND
KENT ALLEN LALONDE
SUE ELLEN ALLBAUGH

Other Offices

CREATIVE FINANCIAL DESIGNS, INC. · KOKOMO, IN
LPL FINANCIAL LLC · KOKOMO, IN
EDWARD JONES · KOKOMO, IN
HARBOUR INVESTMENTS, INC. · Kokomo, IN
SMITH FINANCIAL · KOKOMO, IN
MILESTONE ASSET MANAGEMENT, LLC · KOKOMO, IN
BROOKSTONE CAPITAL MANAGEMENT LLC · KOKOMO, IN
MILESTONE ASSET MANAGEMENT, LLC · Kokomo, IN

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