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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:

Current Employers
Creative Financial Designs, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-06-08
  • OH RA
    APPROVED
    Since 2016-06-08

Branch Locations

745 Haskins Rd Suite F, Bowling Green, OH 43402 • United States

2704 S Goyer Rd, Kokomo, IN 46902 • 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
Cfd Investments Kokomo IN 06/2016 Present
  • 06/2016 → Present
    Cfd Investments
    Kokomo, IN
Previous Registrations
Other Businesses

(1)FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOWLING GREEN CHURCH OF THE NAZERENE DISCLOSURE ID: 69207 INVESTMENT RELATED: N ADDRESS OF BUSINESS: BOWLING GREEN, OHIO 43402 NATURE OF BUSINESS: OTHER, CHURCH POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 10/3/2011 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FINANCE COMMITTEE. MEET WITH OTHERS AND DISCUSS THE CHURCHES BUGETS. SET GUIDE LINES AND MAKE RECOMENDATIONS TO THE CHURCH BOARD. SHOULD WE FIX A FURNACE OR BUY A NEW ONE. SHOULD WE ASK THE CONGRATIONS FOR MONEY OR PAY IT OUR OUT OF LONG TERM CAPITAL Creative Financial Designs Independent Insurance Sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-04-27
S63 Uniform Securities Agent State Law Examination 1988-02-26
  • S65 Uniform Investment Adviser Law Examination
    1994-04-27
  • S63 Uniform Securities Agent State Law Examination
    1988-02-26
Other Names
  • Stan Riggs

View on SEC IAPD

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