Assets Under Management
$2.5B
Number of Clients
9,767
Number of Advisors
151
Average Client AUM
$254K
AUM per Advisor
$16.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Creative Financial Designs, Inc. is an SEC-registered investment advisor. They offer discretionary investment management, non-discretionary advisory services, and financial planning. Investment management is offered through Brokerage Management, Self-Directed Retirement Management, and Variable Annuity Management platforms. They offer various investment strategies with different minimum account sizes.
2704 S Goyer Rd, Kokomo, IN, 46902