AF
CFP
AF
CFP

Adam Fullenkamp

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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
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Location

2704 S Goyer Rd, Kokomo, IN, 46902

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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.

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Other Business ActivitiesSells Insurance

Adam works as a sales representative for Seniormark LLC, selling Medicare health insurance since 2015. This takes about half of his time, with a few hours per week during trading hours.

Employment History
Current Registrations
Creative Financial Designs, INC.
November 2021 - Present · 4 yrs 3 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.