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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:

Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-09-07
  • MO RA
    APPROVED
    Since 2021-09-07

Branch Locations

7400 West 132Nd St Suite 190, Overland Park, KS 66213 • United States

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

5154 Raintree Pkwy, Lees Summit, MO 64082 • 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
Bkd Kansas City MO 01/2017 05/2020
Unemployed Smithville MO 05/2016 12/2016
Lighthouse Financial Stratagies Lees Summit MO 06/2020 02/2024
Lighthouse Financial Strategies Lees Summit MO 02/2024 Present
Cfd Investments, Inc. Kokomo IN 05/2021 02/2024
Creative Financial Designs, Inc. Kokomo IN 09/2021 02/2024
Cfd Investments, Inc. Kokomo IN 02/2024 Present
Creative Financial Designs, Inc. Kokomo IN 02/2024 Present
  • 01/2017 → 05/2020
    Bkd
    Kansas City, MO
  • 05/2016 → 12/2016
    Unemployed
    Smithville, MO
  • 06/2020 → 02/2024
    Lighthouse Financial Stratagies
    Lees Summit, MO
  • 02/2024 → Present
    Lighthouse Financial Strategies
    Lees Summit, MO
  • 05/2021 → 02/2024
    Cfd Investments, Inc.
    Kokomo, IN
  • 09/2021 → 02/2024
    Kokomo, IN
  • 02/2024 → Present
    Cfd Investments, Inc.
    Kokomo, IN
  • 02/2024 → Present
    Kokomo, IN
Other Businesses

1) Lighthouse Financial Strategies-Client Service, Adviser support-Lighthouse Tax Strategies, LLC-Tax preparation-Not Investment related-160 hrs/MO-Lees Summit, Missouri-51% owner-Start date 10/20/21 2) Independent Insurance Sales; investment-related; life insurance; new to insurance, but looking to sell if appropriate to client needs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-02
  • S66 Uniform Combined State Law Examination
    2021-09-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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