Jaime
Gaona
Creative Financial Designs, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jaime Gaona is a financial advisor operating in Lenexa, Kansas, with a total of 1 year of relevant experience. Gaona is an advisor for Creative Financial Designs, Inc. Their career trajectory has included roles at Na, Target Corp, Edward Jones, Cfd Investments and Creative Financial Designs. Gaona holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Kansas. Creative Financial Designs, Inc is a financial advisory firm headquartered in Kokomo, IN. The company has offices in 94 locations and a total of 145 employees. It has $2 billion in assets under management between its 11,616 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 11,616 accounts, just 5% are associated with high-net-worth investors who have at least $1 million in investable assets. Creative Financial Designs, Inc provides 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. A financial advisor's fee schedules depend on the type of services provided. However, fees charged by Creative Financial Designs, Inc can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Jaime Gaona Work History
Jaime has been registered as a financial advisor for 1 years.*
Cfd Investments
Creative Financial Designs
Na
Edward Jones
Target Corp
*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 Jaime Gaona 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
Kokomo, IN
Hollister, CA
Kokomo, IN
Kokomo, IN
Kokomo, IN
Morganton, NC
Kokomo, IN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
