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Robert Joseph Soohey

Creative Financial Designs, Inc.

Kokomo, IN

Crown Point, 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 2016-01-05
  • IN RA
    APPROVED
    Since 2016-01-05

Branch Locations

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

9800 Connecticut Dr., Crown Point, IN 46321 • 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
Richard Soohey Munster IN 04/2012 01/2017
Cfd Investments, Inc. Kokomo IN 07/2013 Present
Creative Financial Designs Kokomo IN 01/2016 Present
  • 04/2012 → 01/2017
    Richard Soohey
    Munster, IN
  • 07/2013 → Present
    Cfd Investments, Inc.
    Kokomo, IN
  • 01/2016 → Present
    Creative Financial Designs
    Kokomo, IN
Other Businesses

1. INDEPEPENDENT INSURANCE AGENT, 4 HOURS A MONTH. 3. Abel Financial Consultants-DBA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-02
S63 Uniform Securities Agent State Law Examination 2013-09-25
  • S65 Uniform Investment Adviser Law Examination
    2015-12-02
  • S63 Uniform Securities Agent State Law Examination
    2013-09-25

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
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BROOKSTONE CAPITAL MANAGEMENT LLC · KOKOMO, IN
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