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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 2018-06-27
  • IN RA
    APPROVED
    Since 2018-06-27

Branch Locations

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

116 So, Main Street,, Tipton, IN 46075 • 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
The Financial Group,Inc. Carmel IN 04/1986 12/2024
Massachusetts Mutual Life Insurance Comp Springfield MA 08/1997 05/2018
Mml Investors Services, Inc. Indianapolis IN 09/1997 05/2018
Cfd Investments Kokomo IN 06/2018 Present
Creative Financial Designs Kokomo IN 06/2018 Present
  • 04/1986 → 12/2024
    The Financial Group,Inc.
    Carmel, IN
  • 08/1997 → 05/2018
    Massachusetts Mutual Life Insurance Comp
    Springfield, MA
  • 09/1997 → 05/2018
    Mml Investors Services, Inc.
    Indianapolis, IN
  • 06/2018 → Present
    Cfd Investments
    Kokomo, IN
  • 06/2018 → Present
    Creative Financial Designs
    Kokomo, IN
Previous Registrations
  • 1999-11-08 → 2018-05-09
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
  • 1999-03-23 → 2006-12-31
    The Financial Group, Inc.
    Indianapolis, IN
Other Businesses

1.) Snow Drifters of Hamilton Co.-President-Non-Investment relate-Howell, MI-5 hrs./mo-5 hrs./mon. during trading hours. Start date 7/1/2021 2.) Insurance Sales; Investment Related; 116 S. Main St. Tipton, IN 46072; Insurance Sales; Agent; 8/1/2021; 2 hrs./month; Sale of life insurance to clients 3.) McNeal Wealth Management; Investment Related; 2/1/2023; DBA; Financial Consultant; 116 S. Main St. Tipton, IN 46072; 140 hrs./month; 8 hrs./trading hrs.; Manage client expectations through the use of eMoney to develop and implement financial plans. 4) American Council of Snowmobile Association-Secretary/Treasurer-Not Investment related-3 hrs/MO no hours during trading-Brighton MI.-12/29/23

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-04-09
  • S63 Uniform Securities Agent State Law Examination
    1985-04-09

View on SEC IAPD

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