Stuart
Breeden
Creative Financial Designs, Inc
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About this Advisor
Stuart Breeden is a financial advisor based in Peoria, Illinois, working with Creative Financial Designs, Inc. Stuart has previously held positions at Breeden & Associates, LTD, Breeden Accounting, LTD, Cfd Investments, Inc, Creative Financial Designs, Inc, and Breeden Asset Management. Stuart has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Stuart is part of Creative Financial Designs, Inc, which operates out of Peoria, Illinois. The firm has 108 offices and 152 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including 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, 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
$2,082,130,980
152
12,377
$168,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Stuart Breeden Work History
Breeden & Associates, LTD
Breeden Asset Management
Cfd Investments, Inc
Creative Financial Designs, Inc
Breeden Accounting, LTD
Disclosures
Please visit the SEC profile of Stuart Breeden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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