Best Investors
Account
Sign in
Best Investors
Account
Sign in
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2000-02-10 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
3835 Edison Lakes Pkwy Suite 300, Mishawaka, IN 46545 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments | Kokomo | IN | 02/2001 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 05/2002 | Present |
| Advanced Estate Planning | Mishawaka | IN | 07/2009 | Present |
1) Advanced Estate planning Services, INC. DBA Camp Wealth Management-Investment related-Securities and Insurance business-Mishawaka, IN-Full time 2) CREATIVE FINANCIAL DESIGNS, INC. 2704 S GOYER RD, KOKOMO, IN 46902 INVESTMENT ADVISER REPRESENTATIVE 3) LIFT-Affiliate-Give lessons on Lift E-foil Bards-Mishawaka, IN-Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-04-26 |
Reach out to this advisor