Gene Earl Griffin

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

• 01/1987 → Present
  Capital Planning Systems
  Terre Haute, IN
• 01/2001 → Present
  Cfd Investments, Inc.
  Kokomo, IN
• 01/2001 → Present
  Creative Financial Designs, Inc.
  Kokomo, IN

Other Businesses

1) INDEPENDENT INSURANCE AGENT. 1190 E CANVASBACK DR. TERRE HAUTE, IN. 5 HRS/MONTH 2) CREATIVE FINANCIAL DESIGNS, INC. 2704 S GOYER RD. KOKOMO, IN 46902. INVESTMENT ADVISER REPRESENTATIVE. 3. COMMERCIAL REAL ESTATE RENTALS-5HRS/MONTHLY 4. Shepherds of Griffin Bike Park, Inc-Non-profit-Chariman of the board-Apply for grants- Non investment related-20 hrs/MO

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-01

Designations

• Certified Financial Planner