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Financial ADVSR advisor directory · SEC adviser records

Creative Financial Designs, Inc. financial advisors in Ohio

Every SEC-registered investment adviser representative at a Creative Financial Designs, Inc. office in Ohio, by city and A to Z.

14 registered advisors work at Creative Financial Designs, Inc. in Ohio, out of 145 nationwide; it's the firm's number 2 state by advisors, and the most are in Greenville (3). 1 list the CFP designation and 13 are also registered broker representatives.

Creative Financial Designs, Inc. advisors by city in Ohio

Every firm in Ohio →

Greenville 3Bluffton 2Bowling Green 2Cincinnati 2Fairfield 1Ft Loramie 1Gallipolis 1London 1Sidney 1

Creative Financial Designs, Inc. advisors in Ohio, A to Z

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Creative Financial Designs, Inc. advisors in every state →Creative Financial Designs, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Creative Financial Designs, Inc. in other states

Indiana 87Kansas 6Illinois 5Michigan 5California 4Tennessee 4Pennsylvania 3

Questions

How many Creative Financial Designs, Inc. financial advisors are in Ohio?

14 investment adviser representatives are registered at Creative Financial Designs, Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 145 at the firm nationwide. 1 list the CFP designation and 13 are also registered as broker representatives.

Where in Ohio does Creative Financial Designs, Inc. have the most advisors?

Greenville, with 3, then Bluffton (2). Creative Financial Designs, Inc. has advisors in 9 cities in Ohio.

How do I check a Creative Financial Designs, Inc. advisor in Ohio?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Creative Financial Designs, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.