James
Kelley
Creative Financial Designs, Inc
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About this Advisor
James Kelley is a chartered financial analyst working in Lenexa, Kansas with 7 years of relevant experience. Kelley is an employee of Creative Financial Designs, Inc. Kelley has gained experience at Schlumberger Technology Co and Lighthouse Financial. Kelley has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Kansas. Creative Financial Designs, Inc is a financial advisory firm operating out of Kokomo, IN. The investment advisory business has offices in 94 locations and a total of 145 advisors. It manages $2 billion in assets under management between its 11,616 customer accounts, making it one of the largest investment advisory 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 investors who have greater than $1 million in assets. Creative Financial Designs, Inc offers a number of services, such as 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 are based on which service is provided. However, fees charged by Creative Financial Designs, Inc can consist of 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
James Kelley Work History
James has been registered as a financial advisor for 7 years.*
Lighthouse Financial
Schlumberger Technology Co
*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 James Kelley 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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