Matthew David Powlen

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

• 12/2015 → 02/2017
  Christians Concern For The Community
  Gainsville, FL
• 02/2017 → 11/2017
  Carroll Consolidated
  Flora, IN
• 11/2017 → Present
  Creative Financial Designs
  Kokomo, IN
• 11/2017 → Present
  Cfd Investments
  Kokomo, IN

Previous Registrations

• 2012-05-14 → 2015-12-11
  G. A. Repple & Company
  Gainesville, FL
  Saint Petersburg, FL
• 2009-07-31 → 2011-12-15
  Capital Financial Services, Inc.
  Minot, ND
  Gainesville, FL

Exams

• S66 Uniform Combined State Law Examination
  2006-06-20

Other Names

• Matt Powlen