Leonard
Neisler
Creative Financial Designs, Inc
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About this Advisor
Leonard Neisler is a financial advisor working in Kokomo, Indiana who has 5 years of relevant experience. Neisler is an advisor for Creative Financial Designs, Inc. Throughout their career, Neisler has worked at The Financial Group, Inc, Massachusetts Mutual Life Insurance Comp, Mml Investors Services, Inc, Cfd Investments and Creative Financial Designs. Neisler holds a Series 63 license, certifying them as a securities agent, and is able to operate in Indiana. Creative Financial Designs, Inc is an advisory firm that has its headquarters in Kokomo, IN. The investment advisory business has offices in 94 locations and a total of 145 employees. It controls $2 billion in assets under management among its 11,616 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 11,616 customer accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a number 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 management fees vary depending on which services are provided. Fee types charged by Creative Financial Designs, Inc most likely 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
Leonard Neisler Work History
Leonard has been registered as a financial advisor for 5 years.*
Cfd Investments
Creative Financial Designs
Massachusetts Mutual Life Insurance Comp
Mml Investors Services, Inc
The Financial Group,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 Leonard Neisler 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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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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