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Home > Retirement Planners > indiana > kokomo > CREATIVE FINANCIAL DESIGNS, INC.
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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