DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > indiana > kokomo
CREATIVE FINANCIAL DESIGNS, INC.
Tel: 765-453-9600
2704 S Goyer Rd Kokomo, Indiana 46902
CREATIVE FINANCIAL DESIGNS, INC.
CREATIVE FINANCIAL DESIGNS, INC. is a Kokomo, Indiana based financial advisory firm with nearly $2,082,130,980 in assets under management and provides investment advisory services for 12377 clients. There are currently 152 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
Firm CRD#:
109032
SEC#:
801-60153
No. of Clients:
12377
Assets under Management
$2,082,130,980
No. of Advisors:
152
More Financial Advisory Firms in Kokomo, Indiana
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| 40/86 ADVISORS, INC. | 107740 | 78 |
| ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | 37 |
| OXFORD FINANCIAL GROUP, LTD | 105303 | 150 |
| SAPIENT CAPITAL LLC | 324899 | 56 |
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 288623 | 42 |
| MJ RETIREMENT | 164328 | 11 |
More Firms in Kokomo, Indiana >>