Suresh
Fernando
Creative Financial Designs, Inc
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About this Advisor
Suresh Fernando is a financial advisor based in Saint Charles, Missouri, working with Creative Financial Designs, Inc. Suresh has previously held positions at Executive Financial Group and Pathfinder Financial Advocates. Suresh has passed the Series 65 regulatory exam and is registered to provide services in Missouri. Currently, Suresh is part of Creative Financial Designs, Inc, which operates out of Saint Charles, Missouri. 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
Suresh Fernando Work History
Pathfinder Financial Advocates
Executive Financial Group
Disclosures
Please visit the SEC profile of Suresh Fernando 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
Morganton, NC
Saint Charles, MO
Kokomo, IN
Peoria, IL
Kokomo, IN
Kokomo, IN
Kokomo, IN
Kokomo, IN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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