Mickey Lee Owens

Employer firm

Creative Financial Designs, Inc. CRD 109032

$2.94B regulatory AUM 473 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1969 → Present
  Self Employed
  Kokomo, IN
• 12/1986 → Present
  Cfd Insurance Planners, Inc
  Kokomo, IN
• 12/1986 → Present
  Cfd Investments, Inc.
  Kokomo, IN
• 01/1987 → Present
  Cfd Realty
  Kokomo, IN
• 10/1992 → Present
  American United Life
  Kokomo, IN
• 08/1997 → Present
  Creative Financial Designs, Inc.
  Kokomo,, IN

Other Businesses

1. CFC , LLC, 2704 S GOYER RD, KOKOMO, IN 46902. MANAGING MEMBER. 20 HRS/MONTH. 2. CFD INSURANCE PLANNERS. 2704 S GOYER RD, KOKOMO, IN 46902. PRESIDENT. 5 HRS/MONTH. 3. REFERRAL REAL ESTATE BROKER, LESS THAN 1 HOUR/MO. 4. MICK OWENS, INC. 2704 S GOYER RD, KOKOMO, IN 46902. OWNER. NON OPERATING COMPANY. 5. INDEPENDENT INSURANCE AGENT. 2704 S. GOYER RD, KOKOMO, IN 46902. 6. CREATIVE FINANCIAL DESIGNS, INC. 2704 S GOYER RD., KOKOMO, IN 46902. INVESTMENT ADVISER REPRESENTATIVE. 7. CFC Advisers 8. cfd Tax Preparation and Bookkeeping Services, INC; not investment-related; 2704 S Goyer Rd, Kokomo, IN 46902; tax prep and bookkeeping services; President and Owner; 8/17/2023; 2 hours per month; 2 hours per month; Financial Backer

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-02
• S63 Uniform Securities Agent State Law Examination
  1986-06-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Mick Owens