Michael Helmut Graef

Current Employers

Employment History

• 07/2015 → Present
  Creative Financial Designs
  Kokomo, IN
• 07/2015 → Present
  Cfd Investments
  Kokomo, IN
• 07/2015 → Present
  Inspire Investing, Llc
  Hollister, CA

Previous Registrations

• 2012-02-28 → 2015-07-24
  Next Financial Group, Inc.
  Hollister, CA
  Sunnyvale, CA
  Morgan Hill, CA
  Sunnyvale, CA
• 2007-03-26 → 2012-01-26
  Strategic Advisers Llc
  Sunnyvale, CA
  Campbell, CA

Other Businesses

1)CHRISTIAN WEALTH MANAGEMENT(DBA);SOLE PROP: OWNERSHIP:100%;TIME:96%;TERM:INDEFINITE;COMP:100% 2)CHRISTIAN WEALTH MANAGEMENT; CORP; Financial Planner; 11% OWNERSHIP; 1% TIME SPENT; 1% TOTAL COMP; TERM INDEFINITE; 3)INSPIRE INVESTING, LLC-RIA; Minority ownership-Non-voting CORPORATE OFFICER; 11% OWNERSHIP; 1% TIME SPENT; 1% COMP; OFFICER; OVERSEE WITH OTHER MANAGERS CWM ADVISORS, NON-PROFIT ACTIVITY; INDEFINITE 4)CREATIVE FINANCIAL DESIGNS 5)INSURANCE SALES; INVESTMENT-RELATED; 8000 SANTA TERESA BLVD STE 130, GILROY, CA 95020; SELLING INSURANCE AS PART OF ESTATE PLANNING PROCESS; CFD; 1/10/2024; 1 HOURS/MONTH; 1 HOURS/MONTH; AS PART OF LARGER ESTATE PLANNING PROCESS, I LOOK AT LIFE INSURANCE, LONG TERM CARE INSURANCE AND OTHER APPROPRIATE INSURANCE OPTIONS

Exams

• S66 Uniform Combined State Law Examination
  2007-03-23
• S63 Uniform Securities Agent State Law Examination
  2005-12-29

Designations

Other Names

• Michael H Graef