Unclaimed Profile

Dennis Kelly Dawson

CREATIVE FINANCIAL DESIGNS, INC.·KOKOMO, Indiana

SIE, Series 6, Series 63CFP24 years registeredCREATIVE FINANCIAL DESIGNS, INC.

2704 S GOYER RD, KOKOMO, IN 46902CRD# 1314423Firm CRD# 109032

Profile Verification

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

Identity

Dennis Kelly Dawson · KOKOMO, IN

Registration

CRD #1314423 · CREATIVE FINANCIAL DESIGNS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CREATIVE FINANCIAL DESIGNS, INC.

SPC

Sep 2019 – Apr 2023

Carmel, IN

CREATIVE FINANCIAL DESIGNS, INC.

May 2004 – Sep 2019

Carmel, IN

1717 CAPITAL MANAGEMENT COMPANY

Oct 2002 – May 2004

INDIANAPOLIS, IN

KFG PRIVATE CLIENT SERVICES, LLC

Jun 2002 – Nov 2003

LOUISVILLE, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · June 18, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

2017Customer Dispute·Closed-No Action

1 disclosure event 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 Dennis Kelly Dawson offer?

Dennis Kelly Dawson specializes in Financial Planning, Investment Management, Wealth Management.

What are Dennis Kelly Dawson's credentials?

Dennis Kelly Dawson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dennis Kelly Dawson located?

Dennis Kelly Dawson is based in KOKOMO, Indiana, last registered with CREATIVE FINANCIAL DESIGNS, INC..

How does Dennis Kelly Dawson charge for services?

Dennis Kelly Dawson'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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