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CREATIVE FINANCIAL STRATEGIES, INC.

CRD 116962

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101 COTTAGE STREET, LITTLETON, NH, 03561, United States

Phone

603-444-7035

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$293K

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; PORTION OF THE FEE PAID TO THIRD-PARTY ASSET PROGRAM

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersSERVICES TO INCLUDE QUARTERLY PERFORMANCE REVIEW MEETINGS AND PORTFOLIO OR STRATEGIST SELECTION & TAX ADVICE

Client types

TypeClientsAUM
Individuals10$293K
Pension/profit sharing plans1$0

All web addresses on file

Official SEC filing: View on IAPD