Unclaimed Profile

Bonnie Lou Smith

CREATIVE FINANCIAL DESIGNS, INC.·KOKOMO, Indiana

SIE, Series 6, Series 63, Series 6516 years registeredCREATIVE FINANCIAL DESIGNS, INC.

2704 S GOYER RD, KOKOMO, IN 46902CRD# 2539091Firm CRD# 109032

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bonnie Lou Smith · KOKOMO, IN

Registration

CRD #2539091 · CREATIVE FINANCIAL DESIGNS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CREATIVE FINANCIAL DESIGNS, INC.

CREATIVE FINANCIAL DESIGNS, INC.

Apr 2010 – Dec 2019

FLINT, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · April 12, 2010

Years registered · 16

Disclosure History

2016Customer Dispute·Denied

2016Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CREATIVE FINANCIAL DESIGNS, INC.

CRD 109032 · SEC 801-60153

AUM

$2.1B

Regulatory assets under management

Employees

152

12,377 client accounts

Services offered by CREATIVE FINANCIAL DESIGNS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CREATIVE FINANCIAL DESIGNS, INC. →

Introduction

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Frequently Asked Questions

What services does Bonnie Lou Smith offer?

Bonnie Lou Smith specializes in Financial Planning, Investment Management, Wealth Management.

What are Bonnie Lou Smith's credentials?

Bonnie Lou Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bonnie Lou Smith located?

Bonnie Lou Smith is based in KOKOMO, Indiana, last registered with CREATIVE FINANCIAL DESIGNS, INC..

How does Bonnie Lou Smith charge for services?

Bonnie Lou Smith's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREATIVE FINANCIAL DESIGNS, INC.?

CREATIVE FINANCIAL DESIGNS, INC. has approximately 152 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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