Advisors at this firm
William H
CFP®, Series 63
Ironton, OH
Creative Financial Solutions, LLC
William Hensley is a CFP®-credentialed financial advisor with 29 years of industry experience. He is a principal at Creative Financial Solutions, LLC, where he has worked since 2001, and has held roles with Cambridge Investment Research Advisors Inc. since 2014. Hensley serves as a board member for Young Life Huntington and has been involved with the Rotary Club of Barboursville, including a past presidency. Creative Financial Solutions, LLC provides customized financial planning and advisory services for individuals, families, small businesses, and trusts, focusing on retirement, tax, insurance, and estate planning. The firm emphasizes individualized planning supported by financial software and third-party research, while investment management is conducted through dual registrations with Cambridge Investment Research and custodial platforms.
Steven S
Series 63
Barboursville, WV
Creative Financial Solutions, LLC
Steven Smith is a financial advisor with Creative Financial Solutions, LLC, holding a Series 63 designation and 38 years of industry experience. He has been with Creative Financial Solutions since 2008 and also maintains dual registrations with Cambridge Investment Research Advisors Inc. Outside of his advisory work, Smith is a part owner of Esquire Country Club in Barboursville, WV. Creative Financial Solutions provides customized financial planning and advisory services for individuals, families, small businesses, and trusts. The firm focuses on individualized planning supported by third-party research and does not take custody of client assets, with investment activities managed through dual-registered advisors and custodial platforms.
Jeremy K
CFP®, Series 66
Washington Court House, OH
Creative Financial Solutions, LLC
Jeremy Kelley is a CFP® professional with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2018 and previously spent five years at The Huntington Investment Company. Outside of his advisory role, Kelley is involved with independent insurance agencies and serves as a trustee for nonprofit organizations. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a range of account platforms and investment approaches.
Mark C
CFP®, Series 63
Washington Court House, OH
Creative Financial Solutions, LLC
Mark Casto is a CFP® professional with 26 years of industry experience, currently serving at Creative Financial Solutions, LLC. He has worked with Cambridge Investment Research Advisors Inc. since 2014. Outside of his advisory role, he operates as an independent insurance agent through his own firm, MARK CASTO, LLC. Creative Financial Solutions, LLC provides customized financial planning and advisory services for individuals, families, small businesses, and trusts. The firm emphasizes individualized planning supported by financial-planning software and third-party research, while investment activities are conducted through advisors’ dual registrations with Cambridge Investment Research and custodial platforms such as Fidelity and Schwab.