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Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-12-11
  • NE RA
    APPROVED
    Since 2023-12-11

Branch Locations

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

7111 A St Suite 103, Lincoln, NE 68510 • 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
Nutrabolt Bryan TX 10/2017 05/2023
Homemaker Edmond OK 10/2015 10/2017
Corefocus Business Consulting Lincoln NE 09/2023 Present
Homemaker Lincoln NE 05/2023 08/2023
Michelle Christy Lincoln NE 02/2011 Present
Cetera Advisor Networks Llc El Segundo CA 09/2023 12/2023
Cfd Investments Kokomo IN 12/2023 Present
Creative Financial Designs Kokomo IN 12/2023 Present
  • 10/2017 → 05/2023
    Nutrabolt
    Bryan, TX
  • 10/2015 → 10/2017
    Homemaker
    Edmond, OK
  • 09/2023 → Present
    Corefocus Business Consulting
    Lincoln, NE
  • 05/2023 → 08/2023
    Homemaker
    Lincoln, NE
  • 02/2011 → Present
    Michelle Christy
    Lincoln, NE
  • 09/2023 → 12/2023
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 12/2023 → Present
    Cfd Investments
    Kokomo, IN
  • 12/2023 → Present
    Creative Financial Designs
    Kokomo, IN
Other Businesses

1. NAME OF OTHER BUSINESS: MICHELLE CHRISTY INVESTMENT RELATED: NO ADDRESS: 7431 San Mateo Lane, Lincoln, NE 68516 NATURE OF BUSINESS: Tax prep for family and friends START DATE: 2/2011 POSITION/TITLE/RELATIONSHIP: TAX PREPARER APX NUMBER OF HOURS PER WEEK: 0-2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Prepare personal tax returns for family and friends 2. NAME OF OTHER BUSINESS: COREFOCUS BUSINESS CONSULTING INVESTMENT RELATED: NO ADDRESS: 7431 SAN MATEO LANE, LINCOLN, NE 68516 NATURE OF BUSINESS: Provide business consulting services in the consumer packaged goods space START DATE: 09/2023 POSITION/TITLE/RELATIONSHIP: President APX NUMBER OF HOURS PER WEEK: >100 APX NUMBER OF HOURS DURING TRADING HOURS: 70 BRIEF DESCRIPTION OF DUTIES: Consulting in the areas of business management and financial reporting- identifying areas of opportunity for developing, standardizing and streamlining business processes to increase visibility and support decision making. 3. Creative Financial Designs, Inc 4. NAME OF OTHER BUSINESS: Grossman Financial Planning INVESTMENT RELATED: Yes ADDRESS: 7111 A Street, Suite 103, Lincoln, NE NATURE OF BUSINESS: Insurance & Securities & Managed Business START DATE: 12/2024 POSITION/TITLE/RELATIONSHIP: Advisor APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: As part of assessing appropriate financial recommendations for clients, fixed annuities and life insurance may be sold, if deemed fitting for the situation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-22
  • S66 Uniform Combined State Law Examination
    2023-11-22
Other Names
  • Michelle Deighton

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