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CREATIVE FINANCIAL DESIGNS, INC.

KOKOMO, IN · CRD 109032 · IAPD ↗ · creativefinancialdesigns.com · 765-453-9600

$2.94BRegulatory AUM
155Advisory reps
170Employees
473Clients
251-500Planning clients
0Private funds
51States
14Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CREATIVE FINANCIAL DESIGNS, INC. added office(s): 101 -> 104 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — CREATIVE FINANCIAL DESIGNS, INC. grew from 150 to 155 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — CREATIVE FINANCIAL DESIGNS, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2024 — CREATIVE FINANCIAL DESIGNS, INC. added office(s): 94 -> 108 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
82
April 2024 — CREATIVE FINANCIAL DESIGNS, INC. grew from 140 to 152 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.