Adam Kling

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → Present
  Kling Painting
  Mishawaka, IN
• 06/2022 → 01/2024
  Stay At Home Parent
  Mishawaka, IN
• 05/2021 → 06/2022
  Eyemart Express
  Granger, IN
• 06/2020 → 05/2021
  Smoke Vision Care
  Dowagiac, MI
• 05/2017 → 06/2020
  Great Lakes Eye Care
  Saint Joseph, MI
• 08/2015 → 04/2017
  Boling Vision Center
  Elkhart, IN
• 01/2026 → Present
  Bridgeview Financial Inc
  Mishawaka, IN
• 01/2026 → Present
  Cfd Investments, Inc.
  Kokomo, IN

Other Businesses

1.) Kling Painting; Not investment-related; 54854 Buckeye Rd, Mishawaka, IN 46545; Residential Painting; Owner/Operator; 1/1/2024; 20 hours/month; 0 hours/ month; owner and operator of a residential painting business

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-04
• S63 Uniform Securities Agent State Law Examination
  2026-03-27