Jeff
Larimore
Creative Financial Designs, Inc
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About this Advisor
Jeff Larimore is a financial advisor working in Hobart, Indiana with a total of 6 years of relevant experience. Larimore is on the advisory team at Creative Financial Designs, Inc. Their career trajectory has included roles at Cfd Investments, Inc and Spectrum Financial Group. Larimore holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana. Creative Financial Designs, Inc is a registered investment company operating out of Kokomo, IN. The company has offices in 94 locations and a total of 145 people on staff. It handles $2 billion in assets under management across its 11,616 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 11,616 customer accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a diverse range 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 fee schedules depend on which services the firm provides the client. Fees billed by Creative Financial Designs, Inc may include 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
Jeff Larimore Work History
Jeff has been registered as a financial advisor for 6 years.*
Cfd Investments, Inc
Spectrum Financial Group
*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 Jeff Larimore 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
Kokomo, IN
Kokomo, IN
Kokomo, IN
Lenexa, KS
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