David
Drummond

Creative Financial Designs, Inc

CRD#3214329
Investment Advisor
in Kokomo, IN

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About this Advisor

David Drummond is a financial advisor who works in Kokomo, Indiana who has 9 years of relevant experience. Drummond is an employee of Creative Financial Designs, Inc. During their career, Drummond has held roles at Hall Of Fame Fitness Center and Cfd Investments, Inc. Drummond holds a Series 63 license, qualifying them as a securities broker, and can advise clients in Ohio. Creative Financial Designs, Inc is a company based out of Kokomo, IN. The investment advisory business has offices in 94 locations and a total of 145 advisors. It manages $2 billion in assets under management among its 11,616 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 11,616 client accounts, just 5% are held by high-net-worth individuals who have at least $1 million in investable assets. Creative Financial Designs, Inc 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 fee schedules largely vary depending on the financial services offered. However, fees billed by Creative Financial Designs, Inc likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

9 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

2704 S Goyer Rd
Kokomo, IN 46902

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Creative Financial Designs, Inc Brokerage Details

Total Assets Under Management

$1,710,359,005

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

145

IN Average: 46
Total Number of Accounts

11,616

IN Average: 1,775
Average Account Size

$147,242

IN 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

David Drummond Work History

David has been registered as a financial advisor for 9 years.*

2010 - Present (14 years)

Cfd Investments, Inc

1994 - Present (30 years)

Hall Of Fame Fitness Center

*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 David Drummond 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

Gary Reese
Kokomo, IN
Andrew Hackett
Kokomo, IN
Orie Augsburger
Kokomo, IN
Larry Chavez
Hollister, CA
James Kelley
Lenexa, KS
Sherry Hight
Kokomo, IN
Paul Hatfield
Kokomo, IN
Suresh Fernando
Saint Charles, MO

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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