Barry Gene Hickey

Creative Financial Designs, INC.

25 Years of Experience

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Firm Information

Creative Financial Designs, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

151 advisors

Number of Clients

9,767 clients

Average Client Portfolio

$254K average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$10K

Hourly Rate:Up to $47/hr

Creative Financial Designs, Inc. offers various services with different fee structures. For managed accounts, fees are based on the selected investment strategy. The firm also offers financial planning services with fees that vary depending on the complexity and scope of the plan. Hourly fees are available. Please refer to the brochure for specific fee details for each service.

View Full Brochure on SEC

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Advisor Information

Office location

2704 S Goyer Rd, Kokomo, IN, 46902

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2007

Denied

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Other Business ActivitiesSells Insurance

Barry is an independent insurance agent, dedicating a few hours per week to this activity. He is also an investment advisor representative at Creative Financial Designs, Inc., a Crown Money Map Coach, a Dave Ramsey instructor, a Biblical Stewardship Series instructor, and the owner of Eagle Flight Wealth Management, and the president of NAIFA-ECI, spending minimal time on this role.