Nathaniel
Carroll
Creative Financial Designs, Inc
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About this Advisor
Nathaniel Carroll is a financial advisor based in Boise, Idaho, working with Creative Financial Designs, Inc. Nathaniel has previously held positions at Wfc, Fin Roof Tacos, Boise State University, Sehome High School, Cfd Investments, Creative Financial Designs, Pro Football Focus, and Bronco Nation News. Nathaniel has passed the Series 66 regulatory exam and is registered to provide services in Idaho. Currently, Nathaniel is part of Creative Financial Designs, Inc, which operates out of Boise, Idaho. The firm has 101 offices and 150 employees. The firm manages assets totaling $2.5 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at Creative Financial Designs, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creative Financial Designs, Inc Brokerage Details
$2,478,773,967
150
14,029
$176,689
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nathaniel Carroll Work History
Pro Football Focus
Bronco Nation News
Creative Financial Designs
Cfd Investments
Boise State University
Fin Roof Tacos
Boise State University
Boise State University
Wfc
Sehome High School
Disclosures
Please visit the SEC profile of Nathaniel Carroll 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
Kokomo, IN
Lenexa, KS
Martinsville, IN
Boise, ID
Succasunna, NJ
Kokomo, IN
Kokomo, IN
Lenexa, KS
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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.
