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Creative Financial Designs, Inc. CRD 109032
$2.94B regulatory AUM 473 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-03-17 |
Branch Locations
3484 Stellhorn Dr, Ft. Wayne, IN 46815 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-29 |
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