Advisor at Creative Financial Designs, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Damariscotta, ME 04543
Credentials
Series 65
Industry experience
4 years
Jacob Oliver is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors LLC prior to joining Creative Financial Designs. Outside of his advisory role, he owns and operates Oliver Woodworking & Design, a woodworking and contracting business. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and retirement plans, offering investment management and financial planning through a network of advisers. The firm employs asset-class model allocations supported by third-party research and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.
Based on Creative Financial Designs, Inc.
Based on Creative Financial Designs, Inc.
$0+: Starting at 0.50% annually up to 2.00% annually for Brokerage Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Self-Directed Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Variable Annuity Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Non-Discretionary Advisory Services
Hourly fee up to $350 per hour, negotiable
Retainer fees from $25 per month up to $3,500 per month, negotiable
Account minimum: $7,000 Minimum fee: Custodial fee charged by cfd Investments for accounts at NFS: $8 monthly minimum fee Fee-only: Advisory fees negotiated between 0.50% and 2.00% annually depending on service and platform
590 Main Street
Damariscotta, ME 04543
Maine
Creative Financial Designs
2023 - Present (3 years)
OB Properties, LLC
2023 - Present (3 years)
StartPoint Realty
2022 - Present (4 years)
Town of Nobleboro, ME
2022 - Present (4 years)
Oliver Investments, LLC
2021 - Present (5 years)
Foundations Investment Advisors LLC
2021 - 2023 (2 years)
Oliver Woodworking & Design
2019 - Present (7 years)
Lash Realty Group
2019 - 2022 (3 years)
Breakwater Vineyards
2010 - 2020 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFA®
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William Cevallos is a CFA® charterholder with seven years of industry experience. He has been with Jemma Financial Services since 2019 and previously worked at PNC Bank for 22 years. Jemma Financial Services is an SEC-registered advisory firm that manages approximately $146 million for about 347 clients, including individual investors, pension and profit-sharing plans, and charitable organizations. The firm delivers investment advice primarily through model portfolios constructed with ETFs and mutual funds, incorporating financial planning into its portfolio management services.
Series 63, Series 65
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Flynn Zito Capital Management, LLC
Gary Simel is a financial advisor at Flynn Zito Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2012. He serves as a board member of a nonprofit homeowners association in Portland, Maine. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, including individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and investment services, utilizing a hybrid relationship with LPL Financial to combine discretionary portfolio management with access to LPL-sponsored advisory programs.
Series 66
Nobleboro, ME
Summit Wealth Group
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