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Kelly Marie Stockberger

Creative Financial Designs, Inc.

Kokomo, IN

Kokomo, IN

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Current Employers
Creative Financial Designs, Inc.

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-02-03
  • IN RA
    APPROVED
    Since 2022-02-03

Branch Locations

2704 South Goyer Road, Kokomo, IN 46902 • United States

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cfd Investments Kokomo IN 11/2014 Present
  • 11/2014 → Present
    Cfd Investments
    Kokomo, IN
Previous Registrations
  • 2005-01-18 → 2010-07-27
    Wells Fargo Investments, Llc
    Rochester, IN
    Rochester, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-11
S63 Uniform Securities Agent State Law Examination 2015-04-06
S65 Uniform Investment Adviser Law Examination 2004-12-30
  • S66 Uniform Combined State Law Examination
    2021-10-11
  • S63 Uniform Securities Agent State Law Examination
    2015-04-06
  • S65 Uniform Investment Adviser Law Examination
    2004-12-30
Other Names
  • Kelly M Stockberger
  • Kelly Marie Ward
  • Kelly Marie Hall

View on SEC IAPD

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Other Offices

CREATIVE FINANCIAL DESIGNS, INC. · KOKOMO, IN
LPL FINANCIAL LLC · KOKOMO, IN
EDWARD JONES · KOKOMO, IN
HARBOUR INVESTMENTS, INC. · Kokomo, IN
SMITH FINANCIAL · KOKOMO, IN
MILESTONE ASSET MANAGEMENT, LLC · KOKOMO, IN
BROOKSTONE CAPITAL MANAGEMENT LLC · KOKOMO, IN
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