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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 1998-11-23
  • IN RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-02
S63 Uniform Securities Agent State Law Examination 1986-06-12
  • S65 Uniform Investment Adviser Law Examination
    2000-08-02
  • S63 Uniform Securities Agent State Law Examination
    1986-06-12
Designations
Other Names
  • Mick Owens

View on SEC IAPD

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