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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 1998-11-23 |
Branch Locations
2704 S Goyer Rd, Kokomo, IN 46902 • United States
5405 Gateway Centre Drive Suite A, Flint, MI 48507 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Self Employed | Kokomo | IN | 09/1969 | Present |
| Cfd Insurance Planners, Inc | Kokomo | IN | 12/1986 | Present |
| Cfd Investments, Inc. | Kokomo | IN | 12/1986 | Present |
| Cfd Realty | Kokomo | IN | 01/1987 | Present |
| American United Life | Kokomo | IN | 10/1992 | Present |
| Creative Financial Designs, Inc. | Kokomo, | IN | 08/1997 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-12 |
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