Paul Howard Miller

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

• 03/2016 → 07/2025
  Foundations Investment Advisors, Llc
  Scottsdale, AZ
• 07/2025 → Present
  Creative Financial Designs, Inc
  Kokomo, IN

Previous Registrations

• 2016-03-07 → 2025-07-16
  Foundations Investment Advisors Llc
  Portage, MI
  Phoenix, AZ
  Kalamazoo, MI
• 2012-03-22 → 2016-03-24
  Harbinger Asset Management, Llc
  Portage, MI

Other Businesses

ARTESIAN FINANCIAL GROUP; INVESTMENT-RELATED; 3081 S. 26TH ST. KALAMAZOO, MI 49048; DBA NAME FOR FINANCIAL ADVISORY PRACTICE; OWNER; 4/1/2016; 160 HRS PER MONTH SOJOURN MFG & ENGINEERING, INC.; NOT INVESTMENT RELATED; 5800 S. 29TH ST. SCOTTS, MI 49088; MACHINE SHOP; OWNER; 6/1996-PRESENT. APPROX 5HRS PER MONTH, 0 HOURS DURING TRADING HOURS; MACHINING PARTS. ARTESIAN HOUSE; NOT INVESTMENT RELATED; 3270 S. 26TH ST., KALAMAZOO, MI 49048; AIRBNB; OWNER; 1/1/2023; 5 HRS PER MONTH, 0 DURING TRADING HRS; I OWN THE HOUSE WITH MY WIFE, BUT THE AIRBNB BUSINESS IS IN HER NAME.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-15

Other Names

• Paul Howard Miller