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Creative Financial Designs, Inc. CRD 109032
$2.94B regulatory AUM 473 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2003-06-20 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
2029 Riverside Dr Suite 101, Columbus, OH 43221 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments, Inc | Kokomo | IN | 06/2003 | Present |
| Creative Financial Designs, Inc | Kokomo | IN | 06/2003 | Present |
| Clark Guy & Associates | Columbus | OH | 03/2003 | Present |
INSURANCE AGENT FOR LIFE & DISABILITY. SOLICITOR AGREEMENT WITH PNNACLE INVESTMENT ADVISORY FIRM. CREATIVE FINANCIAL DESIGNS, INC. 2704 S GOYER RD, KOKOMO, IN 46902 INVESTMENT ADVISER REPRESENTATIVE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-12-21 |
| S65 | Uniform Investment Adviser Law Examination | 2002-11-22 |
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