Richard Glenn Mcdaniel

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

• 01/1980 → Present
  Rick Mcdaniel Income Tax Service
  Gallipolis, OH
• 05/2013 → Present
  Cfd Investments Inc
  Kokomo, IN
• 05/2013 → Present
  Creative Financial Designs
  Kokomo, IN

Previous Registrations

• 2008-03-14 → 2013-05-29
  Next Financial Group, Inc.
  Houston, TX
  Gallipolis, OH
• 2006-07-20 → 2008-03-14
  Capital Financial Services, Inc.
  Gallipolis, OH
  Shelby Township, MI
  Gallipolis, OH

Other Businesses

1-MCDANIEL-HILL FIRM, INC DBA FAITH INVESTMENT SERVICES; Investments related; Gallipolis, OH; Owner/President; Start date-8/25/2006; Financial Adviser-115 hrs/MO-4hrs/day during trading hours 2-RICHARD G MCDANIEL-Investments related; Gallipolis, OH; Independent Insurance Sales; Owner; Start date 6/23/2006 minimal hours 3-RICK MCDANIEL INCOME TAX SERVICES-Not Investments related; Gallipolis, OH; INCOME TAX PREPARATION; OWNER; Start date 1/1980; 80 hrs/mo-2.5 hrs/day

Exams

• S66 Uniform Combined State Law Examination
  2006-07-12

Other Names

• Richard Glenn Mcdaniel