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
Kokomo, IN 46902
Credentials
Series 66
Industry experience
17 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
2017 - Present (9 years)
cfd Investments
2017 - Present (9 years)
Northland Securities, Inc
2017 - 2017 (1 year)
B.C. Ziegler and Company
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Portage, WI
Edward Jones
CFP®, Series 66
Sun Prairie, WI
Edward Jones
CFP®, Series 66
Portage, WI
Edward Jones
Series 63, Series 65
Grand Marsh, WI
Merrill
David Herman serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 1977, he has assisted clients in wealth and estate planning services as well as investments. His expertise encompasses college education planning, retirement income, portfolio management, tax minimization, and both individual and corporate investment strategy. Additionally, David is a qualified Portfolio Manager who provides discretionary management of personalized strategies that include individual stocks and bonds, model portfolios, and third-party investment strategies. David earned a Bachelor's degree from Lake Forest College in 1970. He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP) certification since 1980, and the Chartered Retirement Planning Counselor™ (CRPC) designation awarded by the College for Financial Planning Institutes Corp. He also holds the Personal Investment Advisor (PIA) designation. Committed to community involvement, David participates with the Wisconsin Department of Natural Resources. Outside of his professional role, his interests include camping, hunting, painting, photography, reading, traveling, and spending time with his family.
CFP®, Series 65
Oxford, WI
Blue Chip Financial Planning, LLC
Series 63, Series 65
Portage, WI
Harbour Investments, Inc.
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