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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-08-21
  • MI RA
    APPROVED
    Since 2023-08-21

Branch Locations

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

45445 Mound Rd Suite 103, Shelby Township, MI 48317 • 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
Homeschool Oakland Twp MI 12/2012 09/2018
Trigo Global Quality Solutions Flat Rock MI 12/2020 12/2020
Oakland University Rochester MI 09/2018 04/2022
Kurschat And Company Troy MI 09/2018 06/2021
Covenant Financial Group Shelby Twp MI 06/2021 01/2025
Creative Financial Designs Kokomo IN 07/2023 01/2025
Creative Financial Designs, Inc Kokomo IN 01/2025 Present
Covenant Financial Group Shelby Twp MI 01/2025 Present
Cfd Investments, Inc. Kokomo IN 01/2025 Present
  • 12/2012 → 09/2018
    Homeschool
    Oakland Twp, MI
  • 12/2020 → 12/2020
    Trigo Global Quality Solutions
    Flat Rock, MI
  • 09/2018 → 04/2022
    Oakland University
    Rochester, MI
  • 09/2018 → 06/2021
    Kurschat And Company
    Troy, MI
  • 06/2021 → 01/2025
    Covenant Financial Group
    Shelby Twp, MI
  • 07/2023 → 01/2025
    Creative Financial Designs
    Kokomo, IN
  • 01/2025 → Present
    Kokomo, IN
  • 01/2025 → Present
    Covenant Financial Group
    Shelby Twp, MI
  • 01/2025 → Present
    Cfd Investments, Inc.
    Kokomo, IN
Other Businesses

1.) Creative Financial Designs, Inc; 1/1/2025 2.) Covenant Financial Group; Investment Related; 45445 Mound Rd. Shelby Twp, MI 48317; Financial Planning; Assistant; 1/1/2025; 40 Hours/Month; 40 Hours/Month; administrative work, para planner 3.) Covenant Business and Tax Solutions; Investment Related; 45445 Mound Rd. Shelby Twp, MI 48317; Prepare tax returns, business and tax planning; Assistant; 06/2021; 40 Hours/month; 24 Hours/Month; Assisting with tax return preparation and business and tax planning. 4.) Covenant Financial Planning, LLC; Investment related; 45445 Mound Rd. Shelby Twp, MI 48317; Insurance sales; 1/1/2025; 10 hrs./month and during trading hours; sell insurance solutions such as life insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-31
  • S66 Uniform Combined State Law Examination
    2023-07-31
Designations

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