Kevin
Lewin
Creative Financial Designs, Inc
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About this Advisor
Kevin Lewin is a financial advisor working in Kokomo, Indiana who has 2 years of relevant experience. Lewin is an employee of Creative Financial Designs, Inc. Their career trajectory has included roles at Impact Printing, Impact Print Services, Cfd Investments and Creative Financial Designs. Lewin has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Idaho. Creative Financial Designs, Inc is a company based in Kokomo, IN. It has offices in 94 locations and a total of 145 people on staff. It controls $2 billion in assets under management between its 11,616 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 11,616 client accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets. Creative Financial Designs, Inc has a diverse set 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. Fees for financial management vary depending on which services the firm provides the client. However, fee types billed 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
Kevin Lewin Work History
Kevin has been registered as a financial advisor for 2 years.*
Creative Financial Designs
Cfd Investments
Impact Print Services
Impact Printing
*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 Kevin Lewin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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