Timothy
Franklin
Creative Financial Designs, Inc
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About this Advisor
Timothy Franklin is a certified financial planner operating out of Urbana, Illinois with 5 years of industry experience. Franklin is currently employed by Creative Financial Designs, Inc. Throughout their career, Franklin has worked at Franklin Financial Planning, First Allied Securities, Inc and First Allied Advisory Services, Inc. Franklin holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Illinois. Creative Financial Designs, Inc is an advisory company based out of Kokomo, IN. The firm has offices in 94 locations and a total of 145 financial advisors. It oversees $2 billion in total assets between its 11,616 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 11,616 client accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Creative Financial Designs, Inc provides 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 advisory fees usually depend on which services the firm provides the client. Fee types charged by Creative Financial Designs, Inc likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Creative Financial Designs, Inc Brokerage Details
$1,710,359,005
145
11,616
$147,242
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
Timothy Franklin Work History
Timothy has been registered as a financial advisor for 5 years.*
Franklin Financial Planning
First Allied Advisory Services, Inc
First Allied Securities, 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 Timothy Franklin 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
Kokomo, IN
Hollister, CA
Kokomo, IN
Lenexa, KS
Kokomo, IN
Morganton, NC
Kokomo, IN
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.
