BW
ChFC

Bruce Allan Western

36 Years of Experience

Firm Information

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.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

Cedar Rapids, IA

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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

Bruce is a church music director, music teacher, and secretary/business manager for a musicians union. He also provides music instruction, performance, instrument repair, and merchandise sales, and dedicates about 10-20% of his time to insurance sales.

Employment History
Current Registrations
Cfd Investments, INC.Broker
June 2013 - Present · 12 yrs 7 mos
Creative Financial Designs, INC.
June 2013 - Present · 12 yrs 7 mos
Previous Registrations
Allied Beacon Partners, INC.Broker
October 2011 - June 2013 · 1 yr 8 mos
Workman Securities CorporationBroker
April 2006 - September 2011 · 5 yrs 5 mos
Assist Investment Management Company, INC.Broker
February 1997 - April 2006 · 9 yrs 2 mos
Securities America, INC.Broker
May 1992 - February 1997 · 4 yrs 9 mos
Century Investors of America, INC.Broker
January 1992 - May 1992 · 4 mos
Century Investors of America, INC.Broker
January 1989 - January 1992 · 3 yrs
State Registrations2 states
IATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.