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Matthew David Powlen

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 2017-12-07
  • IN RA
    APPROVED
    Since 2017-12-07

Branch Locations

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

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Christians Concern For The Community Gainsville FL 12/2015 02/2017
Carroll Consolidated Flora IN 02/2017 11/2017
Creative Financial Designs Kokomo IN 11/2017 Present
Cfd Investments Kokomo IN 11/2017 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-20
  • S66 Uniform Combined State Law Examination
    2006-06-20
Other Names
  • Matt Powlen

View on SEC IAPD

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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
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