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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
608 E. Boulevard, Kokomo, IN, 46902
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Brooke works as an attorney as a sole proprietor. This activity takes nearly a full-time commitment.
Employment History
Current Registrations
Cfd Investments, INC.Broker
November 2005 - Present · 20 yrs 2 mos
Creative Financial Designs, INC.
November 2005 - Present · 20 yrs 2 mos
State Registrations1 state
IN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.