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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 2018-11-26
  • IN RA
    APPROVED
    Since 2018-11-26

Branch Locations

6838 S East St, Indianapolis, IN 46227 • United States

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

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Northwestern Mutual Life Insurance Company Milwaukee WI 08/1992 08/2017
Northwestern Mutual Investment Services, Llc Indianapolis IN 11/1993 08/2017
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 08/2017
Disability Indianapolis IN 09/2016 09/2018
Cfd Investments Kokomo IN 10/2018 Present
  • 08/1992 → 08/2017
    The Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/1993 → 08/2017
    Indianapolis, IN
  • 01/2016 → 08/2017
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 09/2016 → 09/2018
    Disability
    Indianapolis, IN
  • 10/2018 → Present
    Cfd Investments
    Kokomo, IN
Previous Registrations
Other Businesses

1. Creative Financial Designs 2. Independent Insurance Sales 3. Creative Financial Group-Financial Adviser-Investment Related-Indianapolis, IN-Full time

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-12-22
  • S63 Uniform Securities Agent State Law Examination
    1993-12-22
Designations
Other Names
  • Brian Quick

View on SEC IAPD

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