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Robin Gardner Lee

Creative Financial Designs, Inc.

Kokomo, IN

Overland Park, KS

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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2008-04-02
  • KS RA
    APPROVED
    Since 2008-04-02

Branch Locations

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

9401 Indian Creek Parkway Building 40, Suite 204, Overland Park, KS 66214 • 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
Cfd Investments, Inc Kokomo IN 04/2008 Present
Creative Financial Designs Kokomo IN 04/2008 Present
Best Financial Services Inc Lenexa KS 06/2006 Present
  • 04/2008 → Present
    Cfd Investments, Inc
    Kokomo, IN
  • 04/2008 → Present
    Creative Financial Designs
    Kokomo, IN
  • 06/2006 → Present
    Best Financial Services Inc
    Lenexa, KS
Previous Registrations
  • 2006-05-02 → 2008-04-15
    Next Financial Group, Inc.
    Overland Park, KS
    Overland Park, KS
    Overland Park, KS
  • 1999-03-04 → 2006-05-08
    Waddell & Reed
    Overland Park, KS
    Shawnee, KS
Other Businesses

1) BEST FINANCIAL SERVICES (DBA)INDEPENDENT INSURANCE SALES(LIFE/HEALTH) 2) CREATIVE FINANACIAL DESIGNS, INC. -REGISTERED REPRESENTATIVE 3) LTC SALES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-02-15
  • S66 Uniform Combined State Law Examination
    1999-02-15
Other Names
  • R Gardner Lee
  • Gardner Lee

View on SEC IAPD

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Other Investors

OTTO EVERETT RAY
ROBERT KENNEDY KRETZ
KREGG JERROD ROOZE
JUSTIN LEE KEELING
DAVID LARRY DRUMMOND
KENT ALLEN LALONDE
SUE ELLEN ALLBAUGH
JEFFERY SCOTT LILLIE

Other Offices

CREATIVE FINANCIAL DESIGNS, INC. · KOKOMO, IN
LPL FINANCIAL LLC · KOKOMO, IN
EDWARD JONES · KOKOMO, IN
HARBOUR INVESTMENTS, INC. · Kokomo, IN
SMITH FINANCIAL · KOKOMO, IN
MILESTONE ASSET MANAGEMENT, LLC · KOKOMO, IN
BROOKSTONE CAPITAL MANAGEMENT LLC · KOKOMO, IN
MILESTONE ASSET MANAGEMENT, LLC · Kokomo, IN

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