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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2017-07-06 |
Branch Locations
2745 West Clay St Suite L, St Charles, MO 63301 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Pathfinder Financial Advocates | St Charles | MO | 08/2014 | Present |
Creative Financial Designs Independent Insurance Sales Pathfinder Financial Advocates, LLC-President-investment related business-Saint Charles, MO 63301
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-30 |
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