Unclaimed Profile

Pietro Joseph Passalacqua

CREATIVE FINANCIAL DESIGNS, INC.·KOKOMO, Indiana

SIE, Series 7, Series 24, Series 63CFP23 years registeredCREATIVE FINANCIAL DESIGNS, INC.

2704 S GOYER RD, KOKOMO, IN 46902CRD# 2299676Firm CRD# 109032

Profile Verification

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

Identity

Pietro Joseph Passalacqua · KOKOMO, IN

Registration

CRD #2299676 · CREATIVE FINANCIAL DESIGNS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC.

Jan 2016 – present

CREATIVE FINANCIAL DESIGNS, INC.

Jun 2003 – present

FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC.

Apr 2005 – Dec 2015

Hillsborough, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · June 16, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2003Regulatory·Final

2001Employment Separation After Allegations

2001Investigation

1990Criminal·Final Disposition

4 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 Pietro Joseph Passalacqua offer?

Pietro Joseph Passalacqua specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KOKOMO, Indiana for a consultation.

What are Pietro Joseph Passalacqua's credentials?

Pietro Joseph Passalacqua holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Pietro Joseph Passalacqua located?

Pietro Joseph Passalacqua is based in KOKOMO, Indiana, working with CREATIVE FINANCIAL DESIGNS, INC.. Their office serves clients in the KOKOMO metropolitan area and surrounding communities.

How does Pietro Joseph Passalacqua charge for services?

Pietro Joseph Passalacqua'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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