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

706 N Main St, Ofallon, MO, 63366

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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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Employment History
Current Registrations
Creative Financial Designs, INC.
September 2025 - Present · 5 mos
Previous Registrations
Core Planning
September 2023 - September 2025 · 2 yrs
LPL Financial LLC
April 2022 - September 2023 · 1 yr 5 mos
LPL Financial LLCBroker
March 2022 - September 2023 · 1 yr 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.