Benjamin Todd Glenn

Creative Financial Designs, INC.

17 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Creative Financial Designs, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

151 advisors

Number of Clients

9,767 clients

Average Client Portfolio

$254K average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$10K

Location

31 Southgate Ct, Suite 202, Harrisonburg, VA, 22802

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Benjamin sells insurance, life and annuity products as an independent insurance agent. He is also the President of Anabaptist Scholarship Foundation of Virginia and owner of Glenn Eldercare Services, LLC, spending about half his time providing care for elderly individuals.

Employment History

Current Registrations

Creative Financial Designs, INC.

August 2014 - Present · 11 yrs 6 mos

Cfd Investments, INC.Broker

August 2014 - Present · 11 yrs 6 mos

Previous Registrations

Ssn Advisory, INC.

May 2011 - August 2014 · 3 yrs 3 mos

Securities Service Network, INC.Broker

April 2011 - August 2014 · 3 yrs 4 mos

Edward Jones

November 2008 - March 2011 · 2 yrs 4 mos

Edward JonesBroker

October 2008 - March 2011 · 2 yrs 5 mos

State Registrations30 states

ARCACODCDEFLGAIAILINKSKYMDMIMNMOMTNCNYOHOKPASCSDTNTXVAWAWIWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.