Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Creative Financial Designs, Inc. financial advisors in Kokomo, IN

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

The short answer

80 registered advisors work at Creative Financial Designs, Inc. in Kokomo, out of 145 at the firm nationwide; it ranks number 1 in the city by advisors. 16 list the CFP designation and 73 are also registered broker representatives.

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

Every Creative Financial Designs, Inc. advisor →

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

Creative Financial Designs, Inc. advisors in other cities

Greenville, OH 4Mishawaka, IN 4Bowling Green, OH 2Cincinnati, OH 2Harrisonburg, VA 2Indianapolis, IN 2Martinsville, IN 2Meridian, ID 2Overland Park, KS 2Peoria, IL 2Sidney, OH 2Succassunna, NJ 2Urbana, IL 2Alexandria, IN 1Bluffton, OH 1

Other firms in Kokomo

All Kokomo advisors →

Edward Jones 12Raymond James Financial Services Advisors, Inc. 8Gettings Busch Wealth Management 4Independent Advisor Alliance, LLC 4LPL Financial LLC 4Osaic Wealth, Inc. 4Ameriprise Financial Services, LLC 3Ausdal Financial Partners, Inc. 3Milestone Asset Management, LLC 3Raymond James & Associates, Inc. 3Sycamore Financial Group 3

Questions

How many financial advisors does Creative Financial Designs, Inc. have in Kokomo?

80 investment adviser representatives are registered at Creative Financial Designs, Inc. offices in Kokomo, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 145 nationwide. 16 list the CFP designation and 73 are also registered as broker representatives.

Is Creative Financial Designs, Inc. one of the largest advisor employers in Kokomo?

Creative Financial Designs, Inc. ranks number 1 in Kokomo by registered advisors, ahead of Edward Jones (12).

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.