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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-06-05 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
7111 A St Suite 103, Lincoln, NE 68510 • United States
2 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 |
|---|---|---|---|---|
| Sii Investments, Inc. | Lincoln | NE | 10/1996 | 11/2017 |
| Grossman Financial Planning | Lincoln | NE | 10/1996 | Present |
| Woodbury Financial Services Inc | Lincoln | NE | 11/2017 | 05/2023 |
| Cfd Investments | Kokomo | IN | 05/2023 | Present |
| Creative Financial Designs | Kokomo | IN | 05/2023 | Present |
1. GROSSMAN FINANCIAL PLANNING, INC POSITION: Owner NATURE: This is a Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/1985 ADDRESS: 5715 S 34th St, Suite 500, Lincoln NE 68516, United States DESCRIPTION: The marketing of life, health, disability, long term care insurance, securities and management services 2. Creative Financial Designs, Inc
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-02 |
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