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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 2017-02-02
  • IN RA
    APPROVED
    Since 2017-02-02

Branch Locations

607 E Third St Suite 1, Hobart, IN 46342 • United States

2704 S Goyer Rd, Kokomo, IN 46902 • 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
Spectrum Financial Group South Bend IN 01/1984 Present
Cfd Investments, Inc. Kokomo IN 11/2004 Present
  • 01/1984 → Present
    Spectrum Financial Group
    South Bend, IN
  • 11/2004 → Present
    Cfd Investments, Inc.
    Kokomo, IN
Other Businesses

1. SPECTRUM FINANCIAL, DBA, SOME FIXED INSURANCE BUSINESS BUT MOSTLY AS A SECURITIES REPRESENTIVE. 2. RENTAL PROPERTY - OWNER - 3 HRS/WK 3. Creative Financial Designs 4. SFG Holdings, INC-President-Hobart, IN-Investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-30
S63 Uniform Securities Agent State Law Examination 1984-01-20
  • S65 Uniform Investment Adviser Law Examination
    2017-01-30
  • S63 Uniform Securities Agent State Law Examination
    1984-01-20

View on SEC IAPD

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