BO
BO

Bailey Owens

2 Years of Experience
BrokerSells 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
Loading...

Location

2704 S Goyer Rd, Kokomo, IN, 46902

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Bailey is involved in independent insurance sales through Creative Financial Designs. This investment-related activity takes minimal time.

Employment History
Current Registrations
Creative Financial Designs, INC.
June 2023 - Present · 2 yrs 8 mos
Cfd Investments, INC.Broker
February 2023 - Present · 3 yrs
State Registrations3 states
ILINMI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.