Nancy Ann Guillen

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

• 08/2013 → Present
  Cfd Investments Inc
  Kokomo, IN
• 09/2013 → Present
  Creative Financial Designs
  Kokomo, IN

Previous Registrations

• 2012-07-19 → 2013-08-26
  Next Financial Group, Inc.
  Virginia Beach, VA
  Morristown, TN
• 2009-01-05 → 2012-07-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Morristown, TN

Other Businesses

1) CREATIVE FINANCIAL DESIGNS-IAR 2) SOUTHERN HERITAGE INVESTMENTS AND PLANNING FINANCIAL PROFESSIONAL, Insurance sales-Investment Related-Morristown, TN-Owner-

Exams

• S66 Uniform Combined State Law Examination
  2008-12-31

Other Names

• Nancy Ann Masters
• Nancy Ann Stephens
• Nancy Ann Diaz
• Nancy A Guillen