Creative Financial Designs

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

2704 S Goyer Rd, Kokomo, Indiana, 46902,...

Phone Number

(800) 745-7776

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
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1

About Creative Financial Designs

Creative Financial Designs, Inc. specializes in providing comprehensive investment management and financial planning services to clients across the United States. Their team of financial planning experts collaborates with individuals to assess their financial goals and create personalized investment strategies. The company offers a variety of managed account platforms and financial plan writing services, utilizing advanced tools and technology for effective investment monitoring. Creative Financial Designs is committed to building quality advisory relationships, ensuring their advisers can serve the best interests of their clients.Explore more
Creative Financial Designs's Social MediaPopular SearchesCreative Financial Designs IncCreative Financial DesignCreative Financial DesignsCreative Financial Design AssociatesCreative Financial Design LLCSIC Code 62,628NAICS Code 52,523Show more

Creative Financial Designs Org Chart

PhoneEmail
KR
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Manager, Investment

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AW
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Manager, Client Services

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IR
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Quantitative Analyst

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BO
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Investment Analyst

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SH
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Investment Assistant

PhoneEmail
WF
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Investment Advisor & Representative

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JL
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Registered Invesment Advisor

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Compare Similar Companies to Creative Financial Designs

Compare insights from companies similar to Creative Financial Designs, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Creative Financial Design...

<$5M
1-10
Private
-
1982
KR
Kregg RoozeManager, Investment
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2006
MM
Matthew MorrisPartner, Chief Investment Officer
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2009
RW
Robert WasselChief Investment Officer & Managing Partner
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Creative Financial Designs is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Creative Financial Designs is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Creative Financial Designs.

Creative Financial Designs Tech Stack

A closer look at the technologies used by Creative Financial Designs

Creative Financial Designs News & Media

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Frequently Asked Questions Regarding Creative Financial Designs

What is Creative Financial Designs's official website?
Creative Financial Designs's official website is www.creativefinancialdesigns.com
What is Creative Financial Designs's Revenue?
Creative Financial Designs's revenue is <$5 Million
What is Creative Financial Designs's SIC code?
Creative Financial Designs's SIC: 62,628
What is Creative Financial Designs's NAICS code?
Creative Financial Designs's NAICS: 52,523
How many employees does Creative Financial Designs have?
Creative Financial Designs has 1-10 employees
What industry does Creative Financial Designs belong to?
Creative Financial Designs is in the industry of: Finance, Securities Trading
What is Creative Financial Designs competition?
Creative Financial Designs top competitors include: Trinity Wealth Management, Full Circle Wealth Strategies, Sterling Total Wealth Solutions, VISTA Wealth Strategies
What technology does Creative Financial Designs use?
Some of the popular technologies that Creative Financial Designs uses are: Proofpoint, Microsoft 365, Cloudinary, Microsoft Exchange Online
How do I contact Creative Financial Designs?
Creative Financial Designs contact info: Phone number: (800) 745-7776 Website: www.creativefinancialdesigns.com
What does Creative Financial Designs do?

Creative Financial Designs, Inc. specializes in providing comprehensive investment management and financial planning services to clients across the United States. Their team of financial planning experts collaborates with individuals to assess their financial goals and create personalized investment strategies. The company offers a variety of manag... ed account platforms and financial plan writing services, utilizing advanced tools and technology for effective investment monitoring. Creative Financial Designs is committed to building quality advisory relationships, ensuring their advisers can serve the best interests of their clients.Read More

What are Creative Financial Designs social media links?
Creative Financial Designs Linkedin page Creative Financial Designs Facebook page
Is Creative Financial Designs a public company?
Creative Financial Designs is private company therefore does not currently have an official ticker symbol
See more information about Creative Financial Designs

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