Robert
Soohey
Creative Financial Designs, Inc
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About this Advisor
Robert Soohey is a financial advisor based in Kokomo, Indiana, working with Creative Financial Designs, Inc. Robert has previously held positions at Richard Soohey, Cfd Investments, Inc, and Creative Financial Designs. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Robert 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
Services Offered
Fee Structure
Office Location
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Creative Financial Designs, Inc Brokerage Details
$2,082,130,980
152
12,377
$168,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Robert Soohey Work History
Creative Financial Designs
Cfd Investments, Inc
Richard Soohey
Disclosures
Please visit the SEC profile of Robert Soohey 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
Kokomo, IN
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Kokomo, IN
Fort Wayne, IN
Morganton, NC
Kokomo, IN
Kokomo, IN
Kokomo, IN
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