Michelle
Christy

Creative Financial Designs, Inc

CRD#7810321
Investment Advisor
in Kokomo, IN

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About this Advisor

Michelle Christy is a financial advisor based in Kokomo, Indiana, working with Creative Financial Designs, Inc. Michelle has previously held positions at Nutrabolt, Homemaker, Lincoln Electric System, Corefocus Business Consulting, Michelle Christy, Cetera Advisor Networks LLC, Cfd Investments, and Creative Financial Designs. Michelle has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Michelle is part of Creative Financial Designs, Inc, which operates out of Kokomo, Indiana. The firm has 108 offices and 152 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Creative Financial Designs, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

2704 S Goyer Rd
Kokomo, IN 46902

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Creative Financial Designs, Inc Brokerage Details

Total Assets Under Management

$2,082,130,980

IN Average: $1,347,246,178
Total Number of Employees

152

IN Average: 46
Total Number of Accounts

12,377

IN Average: 1,775
Average Account Size

$168,226

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Michelle Christy Work History

2023 - Present (1 year)

Corefocus Business Consulting

2023 - Present (1 year)

Cfd Investments

2023 - Present (1 year)

Creative Financial Designs

2011 - Present (13 years)

Michelle Christy

2023 - 2023 (< 1 year)

Homemaker

2023 - 2023 (< 1 year)

Cetera Advisor Networks LLC

2017 - 2023 (6 years)

Nutrabolt

2015 - 2017 (2 years)

Homemaker

2011 - 2015 (4 years)

Lincoln Electric System

Disclosures

Please visit the SEC profile of Michelle Christy 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

Douglas Beam
Morganton, NC
Matthew Holt
Kokomo, IN
Saeed Sulaiman
Kokomo, IN
Suresh Fernando
Saint Charles, MO
Ryan Deamicis
Kokomo, IN
Bailey Owens
Kokomo, IN
Anthony Montenegro
Kokomo, IN
Nathan Cruz
Kokomo, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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