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CREATIVE FINANCIAL DESIGNS, INC.
CRD 109032 · SEC 801-60153
2704 S GOYER RD, KOKOMO, IN, 46902, United States
Phone
765-453-9600
Fax
866-937-7087
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.94B
Discretionary AUM
$2.91B
Team
170 total employees; 155 advisory reps; 473 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10015 | $2.05B |
| High net worth individuals | 462 | $841.6M |
| Pension/profit sharing plans | 19 | $21.6M |
| Charitable organizations | 33 | $9.6M |
| Corporations/business entities | 37 | $18.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.standingfirmfinancial.com
- https://www.betenbaughfinancial.com
- https://www.bestfinancialkc.com
- http://www.joannebroadwater.com
- https://www.swsplanning.com
- https://www.shieldfin.com
- http://www.Klhfinancialservices.com
- https://www.blackmontadvisors.com
- https://www.soundmindfinancial.com
- https://www.swanwmgmt.com
- https://www.capitalplanningsystems.com/
- https://www.waynefourman.com/
- https://www.abelfinancialconsultants.com/
- https://www.planningpays.net/
- https://www.beachywm.com/
- https://www.moralwealthstrategies.com/
- https://www.breedencpa.com/
- https://www.atkinsplan.us/
- https://www.raywealthmanagement.com/
- https://www.myfaithinvestments.com/
- https://www.clarkguy.com/
- https://www.eagleflightwealthmgmt.com/
- https://www.mayfg.com/
- https://www.markgrayfinancial.com/
- https://www.diligentwealth.com/
- https://www.lrfinancial.com/
- https://www.dusoldfinancial.com/
- https://www.ifpassociates.com/
- https://www.frontierplanning.com/
- https://www.drummondfinancialsolutions.com/
- https://www.northernwealthmanagement.org/
- https://www.matsonretirementplanning.com/
- https://www.stewardwm.com/
- https://www.brandonakers.com/
- https://www.yourwealthcenter.com/
- https://www.covenantfg.com/
- https://www.financialharmonydesigns.com/
- https://www.cfcadvisers.com/
- https://www.library-messages.com/5bffc15a-0186-4d98-b5f1-c37ec89f3972/
- https://www.bridgeviewfinancial.com/
- https://www.alliantfinancialsolutions.com/
- https://www.library-messages.com/825e83b6-d87d-4c05-976f-109481e05cf9/
- https://www.southernheritageinvestments.com/
- https://www.mcnealwealth.com/
- https://www.mac-advisors.com/
- https://www.spectrumfinancialgroup.net/
- https://www.diamondfsinc.com/
- https://www.brannanfinancial.net/
- https://www.caleb-clark.com/
- https://www.setapartinvesting.com/
- https://www.jakeoliverinvestments.com/
- https://www.dreesfinancial.com/
- https://www.billbreagy.com/
- https://www.pathfinderadvocates.com/
- https://www.library-messages.com/ff234fd4-92c7-4b10-b09c-1e61c99d7fdd/
- https://www.bwealthmngt.com/
- https://www.leegrossman.com/
- HTTP://WWW.CREATIVEFINANCIALDESIGNS.COM
- https://www.facebook.com/cfdcompanies
- https://www.linkedin.com/company/cfd-companies/
- https://x.com/cfdcompanies
- https://www.instagram.com/cfdcompanies
- https://www.joincfd.com
- http://www.Cfdcompanies.com
- http://Cfdinvestments.com
- https://Creativeportfoliomanagement.com
- https://vimeo.com/user84102707
- https://www.youtube.com/@CFDCompanies
- https://creativefinancialgrp.com/
- https://communitytaxservice.com/
- https://rdambola.com/
- https://www.investforthegloryofgod.com/
- http://bwealthmngt.com/
- https://www.rachaelcampwealth.com/
- https://www.prolifeinvesting.org/
- https://www.lfswealthadvisors.com/
- https://firmfoundationsgroup.com/
- https://glenn-financial.com/
- https://www.chrisrockey.com/
- https://www.artesianfinancialgroup.com/
- https://lolleyfinancial.com/
- https://ssbhibbing.com/investments.html
- https://www.brentowens.com
- https://www.lighthousestrategies.com
- https://www.EdwardCamp.com
- https://www.hoosierfa.com
- https://www.buxtoninvestments.com
- https://www.hidalgofinancial.com
- https://www.diamondfinancialgroup1.com
- http://www.FranklinWealthAdvisors.com
- http://www.jimkohlhepp.com
Official SEC filing: View on IAPD