Nathan
Cruz

Creative Financial Designs, Inc

CRD#6389965
Investment Advisor
in Hollister, CA

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About this Advisor

Nathan Cruz is a financial advisor based in Hollister, California who has 8 years of industry experience. Cruz is currently employed by Creative Financial Designs, Inc. The advisor has gained experience at Mesa, Shore Thing Cafe, Under Armor, Next Financial Group Inc, Next Finanical Group Inc, Cfd Investments. Inc and Creative Financial Designs, Inc. Cruz maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. Creative Financial Designs, Inc is a registered investment firm based in Kokomo, IN. It has offices in 94 locations and a total of 145 people on staff. It controls $2 billion in total assets among its 11,616 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 11,616 customer accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, market timing services and educational seminars. Financial management fees are based on which service is offered. Fee types charged by Creative Financial Designs, Inc most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

650 San Benito St Ste 130
Hollister, CA 95023

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Creative Financial Designs, Inc Brokerage Details

Total Assets Under Management

$1,710,359,005

CA Average: $1,347,246,178
Total Number of Employees

145

CA Average: 46
Total Number of Accounts

11,616

CA Average: 1,775
Average Account Size

$147,242

CA Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Market timing services
  • Educational seminars/workshops

Nathan Cruz Work History

Nathan has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Cfd Investments. Inc

2015 - Present (9 years)

Creative Financial Designs, Inc

2014 - 2014 (< 1 year)

Under Armor

2014 - 2015 (1 year)

Next Finanical Group Inc

2013 - 2014 (1 year)

Shore Thing Cafe

2011 - 2013 (2 years)

Mesa

2011 - 2014 (3 years)

Next Financial Group Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nathan Cruz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Creative Financial Designs, Inc

Larry Chavez
Hollister, CA
Andrew Hackett
Kokomo, IN
Gary Reese
Kokomo, IN
Orie Augsburger
Kokomo, IN
Saeed Sulaiman
Kokomo, IN
Robert Soohey
Kokomo, IN
James Kelley
Lenexa, KS
Nancy Guillen
Morristown, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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