Best Investors
Account
Sign in
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2001-01-30 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Capital Planning Systems | Terre Haute | IN | 01/1987 | Present |
| Cfd Investments, Inc. | Kokomo | IN | 01/2001 | Present |
| Creative Financial Designs, Inc. | Kokomo | IN | 01/2001 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-01 |
Reach out to this advisor