Jill Rene Woods

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

• 06/2005 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2005 → Present
  Retirement Plan Advisors,Llc
  Jefferson City, MO

Previous Registrations

• 2005-06-30 → 2020-04-01
  Retirement Plan Advisors, Llc
  Olathe, KS
• 2002-05-06 → 2005-01-26
  Mml Investors Services, Llc
  Olathe, KS
• 2002-08-12 → 2005-01-05
  Legacy Financial Group, Inc.
  Overland Park, KS

Other Businesses

1. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES-Investment related-Olathe, KS-2 hrs/yr 2. Creative Financial Designs

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-30
• S63 Uniform Securities Agent State Law Examination
  1992-02-21

Other Names

• Jill Rene Woods
• Jill Rene Woods
• Jill Rene Skillett
• Jill Rene Skillett - Woods
• Jill Rene Woods