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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-08-05
  • WI RA
    APPROVED
    Since 2026-08-05

Branch Locations

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

W 5838 Grouse Dr , Endeavor, WI 53930 • 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
Kampen Financial & Wealth Management Endeavor WI 08/2021 Present
Grow Well Financial Shellsburg IA 03/2022 Present
Cedar Rapids Smile Center Cedar Rapids IA 09/2016 12/2019
Medin Family Dental Solon IA 01/2022 04/2023
Heartland Retirement Group Johnston IA 04/2019 03/2022
Spring Valley Dental/ Mvrd Dental Cedar Rapids IA 05/2012 04/2019
Abraham Family Dentistry Van Horne IA 05/2023 08/2024
  • 08/2021 → Present
    Kampen Financial & Wealth Management
    Endeavor, WI
  • 03/2022 → Present
    Grow Well Financial
    Shellsburg, IA
  • 09/2016 → 12/2019
    Cedar Rapids Smile Center
    Cedar Rapids, IA
  • 01/2022 → 04/2023
    Medin Family Dental
    Solon, IA
  • 04/2019 → 03/2022
    Heartland Retirement Group
    Johnston, IA
  • 05/2012 → 04/2019
    Spring Valley Dental/ Mvrd Dental
    Cedar Rapids, IA
  • 05/2023 → 08/2024
    Abraham Family Dentistry
    Van Horne, IA
Other Businesses

1) Grow Well Financial, LLC; investment-related; 170 Dahnovan Dr. North Liberty, IA 52317; Insurance Sales; Principal Agent; 03/2022; 80 hrs./mo.: 40 hrs./ Mo.; Meet with clients to help them plan for insurance needs in retirement, help enroll into Medicare, sign clients up for supplemental plans/advantage plans/drug plans/dental plans/hospital plans/life insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-01
  • S66 Uniform Combined State Law Examination
    2026-08-01
Other Names
  • Shelbie Augustia Banes
  • Shelbie Augustia Roberts
  • Shelbie Williams

View on SEC IAPD

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