Services

Our Services


Broker Dealer

We have teamed with various entities in order to provide you with quality clearing relationships, quality research, proper compliance procedures, and cash management accounts. Our partnership with NFS allows us to offer you a variety of comprehensive programs designed to help you grow. RBC Dain Correspondent Services allows us to serve you Wall Street benefits with Main Street character.


Advisory Services

Creative Financial Designs, Inc. prides itself on being your one stop shop Investment Management Firm. We offer everyone the opportunity for Professional Investment Management. We want you to know that we can help you and your clients with all of their investment management needs along the way. We will work with you, the Adviser, to provide your clients with all of the platforms, strategies, and investment objectives that they need to financially succeed.


Financial Planning

Creative Financial Designs, Inc. provides financial planning services and tools to help every client reach their goals and needs. Their Mission is to provide unique and valuable planning services to all clients while honoring their Kingdom Values in guiding our work and lives. Their core responsibility is to build personal financial plans for each client.


CFD Insurance Services Powered by Ash

Ash Brokerage is focused on you. It's our mission to support you while finding ways to make you more successful. We provide administrative support, help you stay ahead of an ever-changing industry and work to ensure your clients receive the best solutions possible.


Together

We will work with you, the Adviser, to provide your clients with all of the platforms, strategies, and investment objectives that they need to finacially succeed.

A Simple Idea

We Believe "You Gotta Have a Plan!" We are devoted to bringing you and your clients top quality comprehensive Investment Management and Financial Planning Services.

Memberships

Financial Services Institute
Financial Planning Association
National Association of Christian Financial Consultants
Christian Investment Forum
Kingdom Advisors

WE BELIEVE

Advisers should not be dependent nor independent, but interdependent with an organization committed to serving them and their clients.

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ADDRESS

Creative Financial Centre
2704 South Goyer
Kokomo, IN 46902

P: 800.745.7776
P: 765.453.9600
E: joincfd@cfdinvestments.com

For more information, contact Brent Owens, President/Director of Operations.

Member FINRA/SIPC

Privacy Policy

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.