Nathaniel
Carroll
Creative Financial Designs, Inc
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About this Advisor
Nathaniel Carroll is a financial advisor operating in Kokomo, Indiana with a total of 1 year of relevant experience. Carroll is on the advisory team at Creative Financial Designs, Inc. During their career, Carroll has held roles at Wfc, Fin Roof Tacos, Boise State University, Esther Starkman School, Strathcona School, Sehome High School, Cfd Investments and Creative Financial Designs. Carroll holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Idaho. Creative Financial Designs, Inc is an advisory firm headquartered in Kokomo, IN. The company has offices in 94 locations and a total of 145 people on staff. It oversees $2 billion in total assets between its 11,616 customer accounts, placing it among the largest firms in the nation 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 at least $1 million in assets. The advisory firm has a diverse set 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 largely vary depending on which services the firm provides the client. However, fee types charged by Creative Financial Designs, Inc can 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
Nathaniel Carroll Work History
Nathaniel has been registered as a financial advisor for 1 years.*
Creative Financial Designs
Cfd Investments
Boise State University
Fin Roof Tacos
Boise State University
Boise State University
Wfc
Sehome High School
Strathcona School
Esther Starkman School
*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 Nathaniel Carroll 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
Lenexa, KS
Meridian, ID
Kokomo, IN
Saint Charles, MO
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.
