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

Hoagland, IN

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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

Andrew is an agent/representative for Wealth Management Group, doing business as an insurance and securities sales agent through CFD Investments, Inc. He is also an Investment Adviser Representative at Creative Financial Designs, Inc.

Employment History
Current Registrations
Creative Financial Designs, INC.
February 2005 - Present · 20 yrs 11 mos
Cfd Investments, INC.Broker
February 2005 - Present · 20 yrs 11 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner Broker
September 2002 - February 2005 · 2 yrs 5 mos
Wachovia Securities, INC.
June 2001 - October 2002 · 1 yr 4 mos
Wachovia Securities, INC. Broker
May 2001 - October 2002 · 1 yr 5 mos
UBS Painewebber INC. Broker
May 1997 - May 2001 · 4 yrs
Lincoln Financial Advisors CorporationBroker
July 1996 - May 1997 · 10 mos
The Lincoln National Life Insurance CompanyBroker
July 1996 - May 1997 · 10 mos
State Registrations5 states
GAINKSOHVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.