Creative Financial Designs, Inc.
Firm details
- Headquarters
- Kokomo, Indiana
- CRD number
- 109032
- Registered since
- April 19, 2001
- Website
- creativefinancialdesigns.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals69.69%
- HNWI28.61%
- Pension & Profit Sharing Plans0.73%
- Corporations / Businesses0.64%
- Charitable Organizations0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Creative Financial Designs, Inc. is an independent registered investment adviser that has been SEC-registered since 2001. The firm serves both individual and family clients as well as institutional accounts, offering a mix of financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, periodic publications, and educational seminars. Its fee arrangements are flexible and include asset-based fees, hourly charges, subscription fees, and fixed fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents6%
Owners & executives
3 of 7
Matthew Bahrenburg
General Counsel and Chief Compliance OfficerCRD 5295661
Steven Carpenter
Co-Founder and CEOCRD 4380417
James Guyot
Founder and CEOCRD 4517834
Contacts
3 of 157
Mark Magruder
Wealth PartnerCRD 5705376
Lisa Raderstorf
Financial AdvisorCRD 5079681
Joanne Broadwater
Owner, Financial AdvisorCRD 5081273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,287Active vs passive
$2B in ETFs
71%
$1.4B
22%
$594M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $96.5M | 443,005 | 4.80% |
Location
Kokomo, IN
Howard
Location
Kokomo, IN
Headquartered in Kokomo, IN, anchoring the Kokomo-Peru, IN metro in the Midwest.
- Metro area
- Kokomo-Peru, IN
- Region
- Midwest
- County
- Howard
- Address
- 2704 S Goyer Rd
- Time zone
- ET (UTC-5)
- Office locations
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