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Creative Financial Designs, INC.

Kokomo, IN·SEC-registered · CRD #109032

Fiduciary

Creative Financial Designs, INC. is an SEC-registered investment advisory firm in Kokomo, IN managing $2.9B across 15k client accounts, with 155 advisory staff.

Regulatory snapshot

Verify on SEC.gov

Regulatory AUM

$2.9B

Client accounts

15k

Advisory staff

155

Fee model

Fee-based

How Creative Financial Designs, INC. is paid

Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.

% of assetsHourlyFixed feesCommissionsFee-based

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Common questions about Creative Financial Designs, INC.

How much does Creative Financial Designs, INC. manage?

Per its most recent SEC Form ADV filing (03/30/2026), Creative Financial Designs, INC. reports $2.9B in regulatory assets under management across roughly 15k client accounts.

How does Creative Financial Designs, INC. charge?

Creative Financial Designs, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Fixed fees, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.

Is Creative Financial Designs, INC. a fiduciary?

Yes. Creative Financial Designs, INC. is registered with the U.S. Securities and Exchange Commission (CRD #109032), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.

Is Creative Financial Designs, INC. taking new clients like me?

Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Creative Financial Designs, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.

Other advisory firms in Kokomo, IN

Bedel Financial Consulting INC$2.9B AUM · fee-based Phillips Financial$2.6B AUM · fee-based Donaldson Capital Management LLC$3.5B AUM · fee-based

Woodley Farra$2.3B AUM · fee-based

Profile compiled from Creative Financial Designs, INC.'s public SEC Form ADV filing (CRD #109032, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Creative Financial Designs, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Creative Financial Designs, INC.? Claim this profile.