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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 1998-11-23 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
1010 East Markland Ave, Kokomo, IN 46901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Financial Designs | Kokomo | IN | 11/1997 | Present |
| Cfd Investments, Inc. | Kokomo | IN | 01/1998 | Present |
| Keeling Financial Planning Co Dba Community Tax And Financial | Kokomo | IN | 01/2008 | Present |
1)Community Insurance Group LLC; investment-related; 1100 S Goyer Rd, Kokomo, IN 46902; Property and casualty insurance agency; Owner/Agent; 1/2/2024; 0 hours/month; 0 hours/month; I purchased an existing agency. The previous owner will continue to run and operate the agency. 2)COMMUNITY TAX SERVICE, LLC-DBA Community Tax and Financial-Bookkeeping, Tax prep, Payroll, Investments, financial Planning, Insurance-AVERAGE 25 HOURS A MONTH EXCEPT DURING TAX SEASON. 3) Goyer Office LLC-Owns office buildings. 4) CREATIVE FINANCIAL DESIGNS, INC. 2704 S GOYER RD. KOKOMO, IN 46902. INVESTMENT ADVISER REPRESENTATIVE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
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