President, Director · Creative Financial Designs, Inc.
Brent A. Owens
CRD 2261719 · Named on Form ADV at one SEC-registered adviser
At a glance
Creative Financial Designs, Inc., an SEC-registered wealth manager based in Kokomo, IN with $2.9 billion in regulatory assets, lists Brent A. Owens on its Form ADV as President, Director, a control person.
Firms and roles
- Creative Financial Designs, Inc.President, DirectorWealth manager · Kokomo, IN · $2.9B in regulatory assets
AtlasMembers
Brent’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Kregg J. RoozeDirector, Vice President, Creative Financial Designs, Inc.
- Brooke L. RockeySecretary, Director, Creative Financial Designs, Inc.
- Matthew O BahrenburgChief Compliance Officer, Creative Financial Designs, Inc.
- Mickey L. OwensDirector, Creative Financial Designs, Inc.
- Christopher M RockeyDirector, Treasurer, Creative Financial Designs, Inc.
2 more people named with Brent on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.