Creative Financial Designs, Inc.

EST. AUM
$2,941,557,605

CONTACTS
149

CLIENT ACCOUNTS
15,029

Firm Details

Metro area Indianapolis
CRD Number 109032
Website creativefinancialdesigns.com
Client types

Overview

Creative Financial Designs is a Registered Investment Adviser founded in 1982 and headquartered in Kokomo, Indiana. The firm was established to support financial advisers in delivering client-focused and values-based financial guidance. Over time, it has expanded into a national network of advisers and now oversees discretionary assets exceeding $2.5 billion as of May 2025, with its parent group, the CFD Companies—which includes Creative and cfd Investments, Inc.—overseeing approximately $7 billion in total client assets. The firm offers investment management and financial planning services that can be tailored to individual, family, business, and organizational needs, emphasizing integrity, personalized solutions, and a values-driven framework informed by its stated mission and “Kingdom Values.”

Platform Details

See in Dakota

Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Creative Financial Designs, Inc.

Platform Details

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