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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 2025-10-29
  • IN RA
    APPROVED
    Since 2025-10-29

Branch Locations

3835 Edison Lakes Pkwy Suite 300, Mishawaka, IN 46545 • 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
Endodontic Specialists Fishers IN 10/2022 06/2023
Eskenazi Health Indianapolis IN 12/2020 09/2021
Fcc Construction Bargersville IN 05/2020 12/2024
Cheesecake Factory St. Louis MO 03/2018 12/2020
Tgi Fridays Indianapolis IN 08/2013 08/2018
Charles Schwab Co., Inc. Indianapolis IN 07/2023 12/2024
Lpl Enterprise Fort Mill SC 12/2024 10/2025
Camp Wealth Management Mishawaka IN 10/2025 Present
Cheesecake Factory Greenwood IN 05/2025 Present
Advanced Estate Planning Services, Inc Mishawaka IN 10/2025 Present
  • 10/2022 → 06/2023
    Endodontic Specialists
    Fishers, IN
  • 12/2020 → 09/2021
    Eskenazi Health
    Indianapolis, IN
  • 05/2020 → 12/2024
    Fcc Construction
    Bargersville, IN
  • 03/2018 → 12/2020
    Cheesecake Factory
    St. Louis, MO
  • 08/2013 → 08/2018
    Tgi Fridays
    Indianapolis, IN
  • 07/2023 → 12/2024
    Charles Schwab Co., Inc.
    Indianapolis, IN
  • 12/2024 → 10/2025
    Lpl Enterprise
    Fort Mill, SC
  • 10/2025 → Present
    Camp Wealth Management
    Mishawaka, IN
  • 05/2025 → Present
    Cheesecake Factory
    Greenwood, IN
  • 10/2025 → Present
    Advanced Estate Planning Services, Inc
    Mishawaka, IN
Previous Registrations
Other Businesses

1) Cheesecake Factory-Not investments related-Greenwood Indiana-20 hrs/mo-0 trading hours-Server 2) Advanced Estate Planning Services, INC; Investment Related; 3835 Edison Lakes Parkway, Suite 300, Mishawaka, IN 46545; Financial planning, investment management, sale of securities, annuities and insurance; Registered Assistant; 10/27/25; 160 hrs/month; 8 hrs/month; sending emails, scheduling meetings, filling out paperwork, sitting in on client meetings

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-07
S63 Uniform Securities Agent State Law Examination 2023-12-27
  • S66 Uniform Combined State Law Examination
    2024-09-07
  • S63 Uniform Securities Agent State Law Examination
    2023-12-27

View on SEC IAPD

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