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
2704 S Goyer Rd, Kokomo, IN, 46902
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
Andrew is a Stewardship Manager for The Dale House Project, responsible for property maintenance and advising larger projects, dedicating about 10-20% of his time. He also engages in independent insurance sales, spending a few hours per week on this investment-related activity.