Creative Financial Designs, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

109032

SEC number

801-60153

Firm type

RIA

Assets under management

$2.9B as of Mar 30, 2026

Website

www.creativefinancialdesigns.com ↗

Phone

765-453-9600

Address

2704 S Goyer Rd, Kokomo, IN, 46902

Advisors at this firm

124 in our index · page 3 of 3

• Kregg Jerrod RoozeCRD 3174063 · Kokomo, IN
  IA RegisteredBroker
• Donna M RayCRD 6949033 · Martinsville, IN
  IA RegisteredBroker
• Martin Robert ShapiroCRD 727804 · Travelers Rest, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Douglas Alan ShieldsCRD 2255178 · Greenville, OH
  IA RegisteredBroker
• David SimeoneCRD 4371593 · Monroeville, PA
  IA RegisteredRegistration inactive
• D Mark SmithCRD 1063531 · Greenwood, IN
  IA RegisteredBroker
• Jamie Smith BarberCRD 6107926 · Kokomo, IN
  IA RegisteredBroker
• Robert Joseph SooheyCRD 6212966 · Crown Point, IN
  IA RegisteredBroker
• Renee Cheryl StewartCRD 4043936 · Brazil, IN
  IA RegisteredBroker
• Kelly Marie StockbergerCRD 2423926 · Kokomo, IN
  IA RegisteredBroker
• Kurt Richard SupeCRD 4154773 · Indianapolis, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark Daniel SchickCRD 7838633 · Boise, ID
  IA Registered
• Cole Daniel SchroederCRD 7259581 · Kokomo, IN
  IA RegisteredBroker
• Damian Kenneth SmithCRD 7626304 · Richmond, ME
  IA RegisteredBroker
• Kiersten Nicole TateCRD 7272355 · Kokomo, IN
  IA RegisteredBroker
• Randy Joe UmbaughCRD 2626507 · Warsaw, IN
  IA RegisteredBroker
• Joseph VerissimoCRD 5514835 · Boise, ID
  IA RegisteredBroker
• Dawn Leclaire WalkerCRD 1264422 · Stillwater, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Larry Loren WeichelCRD 4828183 · Flint, MI
  IA RegisteredBroker
• Bruce Allan WesternCRD 1896024 · Cedar Rapids, IA
  IA RegisteredBroker
• Charles Martin WhiteCRD 3099999 · Lebanon, KY
  IA RegisteredBroker
• Ryan Michael WilliamsCRD 5348158 · Kokomo, IN
  IA RegisteredBroker
• Jill Rene WoodsCRD 2197409 · Olathe, KS
  IA RegisteredBroker
• Timothy Eugene WrightCRD 1305458 · London, OH
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.