Gene
Griffin
Creative Financial Designs, Inc
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About this Advisor
Gene Griffin is a certified financial planner working in Terre Haute, Indiana who has 22 years of relevant experience. Griffin is an advisor for Creative Financial Designs, Inc. During their career, Griffin has held roles at Capital Planning Systems, Cfd Investments, Inc and Creative Financial Designs, Inc. Griffin holds a Series 63 license, certifying them as a securities broker, and is approved to advise clients in Indiana. Creative Financial Designs, Inc is a business based out of Kokomo, IN. The investment advisory business has offices in 94 locations and a total of 145 financial advisors. It handles $2 billion in assets under management across its 11,616 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 11,616 accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets. The company has a broad assortment 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 are based on which service is provided. However, fees billed by Creative Financial Designs, Inc may 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
Gene Griffin Work History
Gene has been registered as a financial advisor for 22 years.*
Cfd Investments, Inc
Creative Financial Designs, Inc
Capital Planning Systems
*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 Gene Griffin 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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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.
