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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-04-01 |
Branch Locations
3597 E Monarch Sky Ln, Ste 240, Meridian, ID 83646 • United States
5440 W Franklin Rd Suite 202, Boise, ID 83705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christian Wealth Management | Boise | ID | 01/2024 | 04/2025 |
| None | Boise | ID | 01/2023 | 12/2023 |
| Self-Employed | Beaverton | OR | 07/2022 | 12/2022 |
| Arm Property Management | Beaverton | OR | 01/2015 | 07/2022 |
| Christian Wealth Management | Boise | ID | 04/2025 | Present |
| Creative Financial Designs, Inc | Kokomo | IN | 04/2025 | Present |
1. CWM Group LLC; DBA Christian Wealth Management; Non-Investment Related; 5440 W Franklin Rd, Suite 202, Boise, ID 83705; Financial Coaching; Member/ Operating Manager; 11/26/2024; 5 hours/month; 0 hours/month; General Business Management and Administrative Services 2. CWM Idaho LLC; Investment Related; 5440 W Franklin Rd, Suite 202, Boise, ID 83705;Administrative Services; Member / Operating Manager; 1/1/2024; 5 hours/month; 0 hours/month; Administrative Services 3. Christian Wealth Management; Investment Related; 5440 W Franklin Rd, Suite 202, Boise, ID 83705; Investment Advisor Representative; 4/1/2025; 150 hours/month; 5 hours/month; Financial Advisory and Plannings Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-03 |
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