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

31 Southgate Ct, Suite 202, Harrisonburg, VA, 22802

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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

Benjamin sells insurance, life and annuity products as an independent insurance agent. He is also the President of Anabaptist Scholarship Foundation of Virginia and owner of Glenn Eldercare Services, LLC, spending about half his time providing care for elderly individuals.

Employment History
Current Registrations
Creative Financial Designs, INC.
August 2014 - Present · 11 yrs 5 mos
Cfd Investments, INC.Broker
August 2014 - Present · 11 yrs 5 mos
Previous Registrations
Ssn Advisory, INC.
May 2011 - August 2014 · 3 yrs 3 mos
Securities Service Network, INC.Broker
April 2011 - August 2014 · 3 yrs 4 mos
Edward Jones
November 2008 - March 2011 · 2 yrs 4 mos
Edward Jones Broker
October 2008 - March 2011 · 2 yrs 5 mos
State Registrations30 states
ARCACODCDEFLGAIAILINKSKYMDMIMNMOMTNCNYOHOKPASCSDTNTXVAWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.