Douglas Alan Shields

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

• 06/1992 → Present
  Cfd Investments, Inc.
  Kokomo, IN
• 01/1998 → Present
  May Financial Group
  Greenville, OH
• 09/2000 → Present
  Creative Financial Designs, Inc
  Kokomo, IN

Other Businesses

1) CD SHIELDS FARM. 6566 SR 571 GREENVILLE, OH. VICE PRESIDENT. 2) CREATIVE FINANCIAL DESIGNS, INC. 2704 S GOYER RD, KOKOMO, IN 46902. INVESTMENT ADVISER REPRESENTATIVE 3) Rental Property-Non investment related-Greenville, OH-Owner-Start date 12/28/2012-0/hrs per mon 4) May Financial Group; Investment Related; 425 Memorial Dr, Greenville, OH 45331; sales of securities and managed money exclusively through CFD Investments, INC. and Creative Financial Designs; Registered Rep; 11/26/2024; 160 hrs/mo; 160 hrs/mo; Sale and Service of investments and customer service.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-10-20