Dawn
Walker
Creative Financial Designs, Inc
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About this Advisor
Dawn Walker is a financial advisor based in Stillwater, Minnesota, working with Creative Financial Designs, Inc. Dawn has previously held positions at Lpl Financial, LLC and Cfd Investments, Inc. Dawn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Dawn is part of Creative Financial Designs, Inc, which operates out of Stillwater, Minnesota. 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.
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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
Dawn Walker Work History
Cfd Investments, Inc
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Dawn Walker 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
Morganton, NC
Kokomo, IN
Kokomo, IN
Kokomo, IN
Kokomo, IN
Kokomo, IN
Kokomo, IN
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