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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 2017-07-06
  • IN RA
    APPROVED
    Since 2017-07-06

Branch Locations

Kokomo, IN • United States

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors Merrillville IN 05/2011 12/2016
Cfd Investments Kokomo IN 12/2016 Present
  • 05/2011 → 12/2016
    Valic Financial Advisors
    Merrillville, IN
  • 12/2016 → Present
    Cfd Investments
    Kokomo, IN
Previous Registrations
Other Businesses

1. Creative Financial Designs 2. Marburger Wealth Management LLC-Investment Related-Owner-Lafayette IN- 3. Independent Insurance Sales-Peru, IN-Investment Related 1 hr/mo 4. MWM Real Estate Holdings, LLC; not investment related; 924 W Grand Ave., Peru, IN 46970; rental properties; 01/15/2026; 4 hrs/month; 0 hrs/month; paying property taxes/insurance, collecting rent & coordinating maintenance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-10
S63 Uniform Securities Agent State Law Examination 2006-09-22
  • S65 Uniform Investment Adviser Law Examination
    2009-06-10
  • S63 Uniform Securities Agent State Law Examination
    2006-09-22
Designations

View on SEC IAPD

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