Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
5405 Gateway Centre Drive, Suite A, Flint, MI, 48507
Get directionsRegulatory History
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
Alejandro is an agent selling and servicing fixed insurance products, dedicating minimal time to this activity. He is also the owner of Bridge Wealth Management, spending significantly more than full-time hours on this investment-related business.