Douglas
Shields
Creative Financial Designs, Inc
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About this Advisor
Douglas Shields is a financial advisor who works in Greenville, Ohio with a total of 23 years of relevant experience. Shields is on the advisory team at Creative Financial Designs, Inc. Their career trajectory has included roles at Cfd Investments, Inc, May Financial Group and Creative Financial Designs, Inc. Shields has a Series 63 license, certifying them as a securities agent, and is approved to operate in Ohio. Creative Financial Designs, Inc is a registered investment business based out of Kokomo, IN. The firm has offices in 94 locations and a total of 145 people on staff. It manages $2 billion in assets among its 11,616 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 11,616 client accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in assets. Creative Financial Designs, Inc performs 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. Fees for financial management largely are based on the financial services offered. Fees charged by Creative Financial Designs, Inc can be comprised of some 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
Douglas Shields Work History
Douglas has been registered as a financial advisor for 23 years.*
Creative Financial Designs, Inc
May Financial Group
Cfd Investments, 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 Douglas Shields 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
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Lenexa, KS
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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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