CREATIVE FINANCIAL DESIGNS, INC.

2704 S Goyer Rd
Kokomo, Indiana 46902
Tel: 765-453-9600

About CREATIVE FINANCIAL DESIGNS, INC.

CREATIVE FINANCIAL DESIGNS, INC, formally registered with the SEC as CREATIVE FINANCIAL DESIGNS, INC. The firm was established in 04/19/2001. They have over 109 offices throughout the country.

CREATIVE FINANCIAL DESIGNS, INC. is a Kokomo, Indiana based Financial Planning firm with nearly $2,082,130,980 assets under management, offering retirement planning & investment advisory services to 12377 clients. The firm is staffed with 152 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109032
SEC#	801-60153
Assets Managed by Firm	$2,082,130,980
No. of Clients	12377
No. of Advisors	152

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	12377	$2,082,130,980
Individuals (other than high net worth individuals)	8413	$1,550,710,895
High net worth individuals	295	$505,195,565
Pension and profit sharing plans	7	$21,540,959
Charitable organizations	8	$4,683,561

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40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

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