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5652 Yellow Wood Drive, South Bend, IN 46614-5565 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-08-20 |
Branch Locations
914 Lincoln Way West, Suite 212, South Bend, IN 46614-5565 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 01/2001 | 03/2018 |
| Questar Asset Management | Minneapolis | MN | 02/2005 | 03/2018 |
| Creative Financial Planning Advisors | South Bend | IN | 03/2018 | Present |
INSURANCE AGENT. POSITION: Insurance Agent. NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2001 ADDRESS: 1850 Ridgewood Circle, South Bend IN 46617-1841 DESCRIPTION: Servicing existing contracts. QUESTAR ASSET MANAGEMENT. POSITION: Investment Advisor Representative. NATURE: Fee based asset management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/12/2001 ADDRESS: 1850 Ridgewood Circle, South Bend IN 46617-1841 DESCRIPTION: Investment advisory services. NATIONAL GUARDIAN LIFE INSURANCE COMPANY. POSITION: Life insurance agent. NATURE: Sale of life insurance contracts. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 08/01/2015 ADDRESS: 1850 Ridgewood Circle, South Bend IN 46617-1841 DESCRIPTION: Sale of life insurance contracts. RAILROAD LEASEHOLDS. POSITION: Lessee. NATURE: The lease of railroad tank cars to agricultural firms for the transport of lards and oils. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2015 ADDRESS: 14080 Palm Drive, Suite 521, Desert Hot Springs CA 92240 DESCRIPTION: No duties. INDIANA UNIVERSITY SOUTH BEND. POSITION: Fitness instructor. NATURE: Teaching jogging and fitness. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/13/2007 ADDRESS: 1700 W Mishiwaka Ave, South Bend IN 46615 DESCRIPTION: Instructor. I donate salary back to the university foundation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-02-14 |
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