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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-09 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
3835 Edison Lakes Pkwy Suite 300, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Costco Wholesale | Granger | IN | 06/2007 | 10/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2020 | 01/2021 |
| Northwestern Mutual Investment Services Llc | Mishawaka | IN | 01/2021 | 05/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2021 | 10/2022 |
| Notre Dame Credit Union | South Bend | IN | 10/2022 | 07/2023 |
| Lpl Financial Llc | South Bend | IN | 10/2022 | 07/2023 |
| Cfd Investments | Kokomo | IN | 08/2023 | 12/2024 |
| Cfd Investments, Inc. | Kokomo | IN | 01/2025 | Present |
| Camp Wealth Management | Mishawaka | IN | 08/2023 | 12/2024 |
| Camp Wealth Management | Mishawaka | IN | 01/2025 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 01/2025 | Present |
1. Creative Financial Designs; Investment related; 2704 S Goyer Rd, Kokomo, IN 46902; Investment Adviser Representative; 1/2025; 2. Camp Wealth Management; Investment related: 3835 Edison Lakes Pkwy #300, Mishawaka, IN; Financial Advisor; 1/2025; 160 hrs./month during trading hours; Prospecting for new clients, meeting with existing clients, trading client accounts, building illustrations, recommending investment strategies, depending on client needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-18 |
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