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John Charles Cleaver

Creative Financial Concepts, Inc.

Wilmington, DE

CRD 706650

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Employer firm

Creative Financial Concepts, Inc. CRD 144618

60 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Financial Concepts, Inc.

3518 Silverside Road Unit 24, Wilmington, DE 19810 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-07-30
PA RA APPROVED 2010-05-13
DE RA APPROVED 1989-01-01
  • LA RA
    APPROVED
    Since 2026-07-30
  • PA RA
    APPROVED
    Since 2010-05-13
  • DE RA
    APPROVED
    Since 1989-01-01

Branch Locations

3518 Silverside Road Unit 24, Wilmington, DE 19810 • 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
Creative Financial Concepts, Inc. Wilmington DE 09/1986 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-12-05
  • S63 Uniform Securities Agent State Law Examination
    1983-12-05
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS

Nearby Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE

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