CREATIVE FINANCIAL DESIGNS, INC.

KOKOMO, Indiana·13 registered advisors·CRD# 109032
SEC# 801-60153108765-453-9600
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
152
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CREATIVE FINANCIAL DESIGNS, INC.

13 registered advisors
Bonnie Lou Smith
KOKOMO, Indiana
Brent Anthony Owens
KOKOMO, Indiana
Brooke Leigh Rockey
KOKOMO, Indiana
Christopher M Rockey
KOKOMO, Indiana
ChFC
Dennis Kelly Dawson
KOKOMO, Indiana
CFP
James A Guyot
KOKOMO, Indiana
CFP
Kent Allen Lalonde
KOKOMO, Indiana
CFP
Kourtney J Shawhan
KOKOMO, Indiana
Kregg Jerrod Rooze
KOKOMO, Indiana
Matthew O Bahrenburg
KOKOMO, Indiana
Mickey Lee Owens
KOKOMO, Indiana
CFPChFC
Pietro Joseph Passalacqua
KOKOMO, Indiana
CFP
Ricky L Bain
KOKOMO, Indiana
05

Office Locations

KOKOMO, Indiana
13 advisors

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Data sourced from SEC Form ADV filings. CREATIVE FINANCIAL DESIGNS, INC. (CRD# 109032) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.