Andrew
Hackett
Creative Financial Designs, Inc
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About this Advisor
Andrew Hackett is a financial advisor working out of Kokomo, Indiana, who has 3 years of industry experience. Hackett is currently employed by Creative Financial Designs, Inc. Throughout their career, Hackett has worked at Joint Initiativesm Youth, Two Cor, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Ag Hackett, Inc, Yobel International, Rebekah Von Berg, Cuso Financial Services, Senate Bill 94, Colorado Springs, Cfd Investments and Creative Financial Designs. Hackett maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado. Creative Financial Designs, Inc is an advisory business based in Kokomo, IN. The company has offices in 94 locations and a total of 145 financial advisors. It has $2 billion in assets between its 11,616 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to seven charities and foundations. Of its 11,616 client accounts, just 5% belong to high-net-worth clients who have at least $1 million in assets available to invest. Creative Financial Designs, Inc has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, market timing services and educational seminars. Financial advisory fees largely depend on which services the firm provides the client. Fee types billed by Creative Financial Designs, Inc can include 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
Andrew Hackett Work History
Andrew has been registered as a financial advisor for 3 years.*
Cfd Investments
Creative Financial Designs
Rebekah Von Berg
Cuso Financial Services
Ag Hackett, Inc
Yobel International
Two Cor
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Joint Initiativesm Youth
Senate Bill 94, Colorado Springs
*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 Andrew Hackett 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
Hollister, CA
Kokomo, IN
Kokomo, IN
Kokomo, IN
Saint Charles, MO
Kokomo, IN
Morganton, NC
Lenexa, KS
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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