Nathan D Cruz

Current Employers

Employment History

• 07/2015 → Present
  Cfd Investments. Inc
  Kokomo, IN
• 07/2015 → Present
  Creative Financial Designs, Inc
  Kokomo, IN

Previous Registrations

• 2014-12-04 → 2015-07-24
  Next Financial Group, Inc.
  Hollister, CA

Other Businesses

1)CHRISTIAN WEALTH MANAGEMENT (DBA);Investment Advisor-Full time-investment related 2)Creative Financial Designs 3)Independent Insurance Sales 4) Real Estate Investments-Not investments related-Hollister, CA-Rental Properties-Owner-40 hrs/mo-Purchasing and organizing rehab of properties 5) Curated by Cruz, LLC-not investment related-Hollister, CA-Short term rental properties-Owner-80 hrs/MO-Oversee day to day operations 6) Cruz Financial Group DBA Steward Wealth Management; investment-related; 1102 A St, Suite 300, Tacoma, WA 98402; LLC formed for my financial advisor practice through cfd Investments; Owner/Financial Advisor; 2/1/2023; 160 hours per month; 80 hours per month; Hold meetings with clients, suggests financial solutions for them, help them plan out there retirement, review and analyze their investments. 7) Vecna Holdings LLC; not investment-related; 4818 N 26th St, Tacoma, WA 98407; This is an LLC in which I own real estate property.; Owner; 2/1/2022; 10 hours per month; 0 hours per month; I am involved in the acquisition of properties and running short term rentals. 8) 51858 Montgomery Drive LLC; not investment-related; 51858 Montgomery Drive, Oakhurst CA, 96344; Holding LCC for a short-term rental investment property; Owner; 10/28/2024; 0 hours/month; 0 hours/month; coordinated the initial set up of the short-term rental unit with my manager and set up the LLC

Exams

• S66 Uniform Combined State Law Examination
  2014-12-04