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.
Firm
Creative Financial Designs, Inc.
Location
Greenville, OH 45331
Credentials
ChFC®, Series 63, Series 66
Industry experience
18 years
$0 - $25,000: Higher tiered fees or alternative holdings for smaller accounts in Best In Class strategy (implied higher fees but no exact rate provided) $10,000+: Standard management fees (exact percentage not clearly stated in provided excerpt)
Hourly fees for financial planning and consulting services (exact rates not specified in provided excerpt)
Account minimum: $10,000
Creative Financial Designs Inc
2009 - Present (17 years)
CFD Investments, Inc
2007 - Present (19 years)
May Financial
2006 - Present (20 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.
Series 66
Greenville, OH
Edward Jones
CFP®, Series 66
Greenville, OH
Edward Jones
Series 63
Greenville, OH
Edward Jones
Series 66
Arcanum, OH
Fidelity
Braden Means is a Financial Consultant currently working with Fidelity Investments since 2020. In this role, he partners with individuals and families to build and implement personalized financial plans aimed at helping clients achieve their financial goals. Prior to his current position, Braden served as a Financial Advisor at Edward Jones from 2018 to 2020 and as a Financial Center Manager at Fifth Third Bank from 2014 to 2018. His experience spans various aspects of financial planning and client relationship management. Braden's approach involves a diligent process to understand his clients' needs and priorities, enabling them to navigate pivotal life moments with care for their assets. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.
Series 63, Series 65
Greenville, OH
Lincoln Investment
Series 66
Sterling Heights, MI
TIAA-CREF
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")