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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 2001-01-30
  • IN RA
    APPROVED
    Since 2001-01-30

Branch Locations

1190 Canvasback Dr., Terre Haute, IN 47807 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/1987 → Present
    Capital Planning Systems
    Terre Haute, IN
  • 01/2001 → Present
    Cfd Investments, Inc.
    Kokomo, IN
  • 01/2001 → Present
    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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-08-01
  • S63 Uniform Securities Agent State Law Examination
    1994-08-01
Designations

View on SEC IAPD

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