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
Lenexa, KS 66219
Credentials
Series 63, Series 66
Industry experience
11 years
Melissa Gunter is a financial advisor with Creative Financial Designs, Inc. She holds Series 63 and Series 66 credentials and has 11 years of industry experience. Prior to joining Creative Financial Designs, she worked at LFS Wealth Advisors, where she served as Managing Director. Gunter is also involved in independent insurance sales, issuing life insurance policies. Creative Financial Designs serves individual clients, charitable organizations, corporate entities, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach includes asset-class model allocations supported by third-party research and offers 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
8730 Bourgade Ave, Suite 100
Lenexa, KS 66219
Kansas
Creative Financial Designs, Inc
2025 - Present (1 year)
CFD Investments, Inc
2025 - Present (1 year)
LFS Wealth Advisors
2025 - Present (1 year)
LFS Wealth Advisors
2014 - 2025 (11 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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