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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
IN RA APPROVED 2021-03-17
  • IN RA
    APPROVED
    Since 2021-03-17

Branch Locations

3484 Stellhorn Dr, Ft. Wayne, IN 46815 • 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
Ball State University Muncie IN 08/2014 05/2018
Unemployed Muncie IN 05/2018 10/2018
Crowe Llp Fort Wayne IN 10/2018 02/2021
David Culp & Co, Llp Fort Wayne IN 02/2021 04/2022
Cfd Investments, Inc. Kokomo IN 11/2020 Present
Creative Financial Designs Kokomo IN 11/2020 Present
Lovvorn Consulting, Llc Fort Wayne IN 01/2025 Present
  • 08/2014 → 05/2018
    Ball State University
    Muncie, IN
  • 05/2018 → 10/2018
    Unemployed
    Muncie, IN
  • 10/2018 → 02/2021
    Crowe Llp
    Fort Wayne, IN
  • 02/2021 → 04/2022
    David Culp & Co, Llp
    Fort Wayne, IN
  • 11/2020 → Present
    Cfd Investments, Inc.
    Kokomo, IN
  • 11/2020 → Present
    Creative Financial Designs
    Kokomo, IN
  • 01/2025 → Present
    Lovvorn Consulting, Llc
    Fort Wayne, IN
Other Businesses

Beachy Wealth Management-Investment Related-Registered Sales Assistant, Fort Wayne, IN, 160 hrs/mo Lovvorn Consulting, LLC; Not Investment Related; 3484 Stellhorn Rd, Fort Wayne, IN 46815; Member; 1/1/2025; 20 hours/month; 4 hours/month; Answering questions, creating tax plans for clients, preparing tax returns

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-29
  • S66 Uniform Combined State Law Examination
    2020-12-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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