William Carlson Nagy

Employer firm

Silver Oak Securities, Incorporated CRD 46947

$2.45B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 02/2004 → Present
  Cfd Investments, Inc.
  Kokomo, IN
• 02/2004 → Present
  Creative Financial Designs, Inc
  Kokomo, IN

Previous Registrations

• 2004-02-23 → 2015-04-07
  Creative Financial Designs, Inc.
  Florence, KY
  Kokomo, IN
  Cincinnati, OH
• 2003-05-21 → 2004-02-19
  Usa Financial Securities Llc
  Florence, KY

Other Businesses

1. INDEPENDENT INSURANCE SALES. 549 CENTRE VIEW BLVD CRESTVIEW HILLS, KY 41017. NOT SECURITIES RELATED. COMMISSION BASED. PART TIME. 5 HOURS PER WEEK. 2. NEW FINANCIAL CONCEPTS, INC. (THE CORPORATE NAME THROUGH WHICH FINANCIAL SERVICES BUSINESS IS CONDUCTED). DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-05-05
• S63 Uniform Securities Agent State Law Examination
  1994-03-03

Other Names

• Bill Nagy