firm profile
Creative Financial Designs, Inc.
Overview
Creative Financial Designs, Inc. is an SEC registered investment adviser based in Kokomo, IN, registered since 1998. It reports $2.9B in assets under management across 15,029 accounts, with 170 employees. It has 162 investment adviser representatives.
- Reported AUM
- $2.9B
- Discretionary
- 99%
- Accounts
- 15,029
- Average account
- $196K
- Employees
- 170
- Advisory reps
- 162
- Registered since
- 1998
- Jurisdictions
- 51
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Subscription Fees
Executive officers 3 of 8
- Brent Anthony Owens President, Director CRD 2261719
- Gregory John Smith Chief Financial Officer CRD 4435600
- Matthew O Bahrenburg Chief Compliance Officer CRD 5295661
5 more executive officers, with direct contact details
Advisory reps 3 of 162
- Brandon Douglas Akers Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5538135
- Sue Ellen Allbaugh Registered Rep · Investment Adviser Rep CRD 3260878
- Douglas J Atkins Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4203046
159 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2704 S Goyer Rd
Kokomo, IN 46902 - County
- Howard
- Metro area
- Kokomo, IN
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: standingfirmfinancial.com
Every state, with registration dates
Similar firms near Kokomo
- Sycamore Financial GroupKokomo, IN$787M AUM
- Smith Financial Investment Advisors, Inc.Kokomo, IN$457M AUM
- 40/86 Advisors, Inc.Carmel, IN$30.5B AUM
- Oneamerica Asset Management, LLCIndianapolis, IN$24.4B AUM
- Oxford Financial Group, LtdCarmel, IN$23.3B AUM
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