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Creative Financial Designs, Inc. CRD 109032
$2.94B regulatory AUM 473 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2016-01-05 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
9800 Connecticut Dr., Crown Point, IN 46321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard Soohey | Munster | IN | 04/2012 | 01/2017 |
| Cfd Investments, Inc. | Kokomo | IN | 07/2013 | Present |
| Creative Financial Designs | Kokomo | IN | 01/2016 | Present |
1. INDEPEPENDENT INSURANCE AGENT, 4 HOURS A MONTH. 3. Abel Financial Consultants-DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-25 |
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