Benjamin
Forgrave

Creative Financial Designs, Inc

CRD#4472948
Investment Advisor
in Newark, OH

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About this Advisor

Benjamin Forgrave is a financial advisor operating out of Newark, Ohio with 2 years of industry experience. Forgrave is on the advisory team at Creative Financial Designs, Inc. Forgrave has gained experience at Lpl Financial, LLC, Cfd Investments, Creative Financial Designs, Lpl Financial and Alpha Financial Planning, Inc. Forgrave maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Ohio. Creative Financial Designs, Inc is an advisory firm operating out of Kokomo, IN. The firm has offices in 94 locations and a total of 145 financial advisors. It manages $2 billion in assets under management among its 11,616 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to seven charitable organizations. Of its 11,616 accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, market timing services and educational seminars. Fees for financial advisory services largely depend on which services the firm provides the client. Fees charged by Creative Financial Designs, Inc most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1000 N. 21St St. Ste C
Newark, OH 43055

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Creative Financial Designs, Inc Brokerage Details

Total Assets Under Management

$1,710,359,005

OH Average: $1,347,246,178
Total Number of Employees

145

OH Average: 46
Total Number of Accounts

11,616

OH Average: 1,775
Average Account Size

$147,242

OH Average: $759,012

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

Benjamin Forgrave Work History

Benjamin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cfd Investments

2021 - Present (3 years)

Creative Financial Designs

2016 - 2021 (5 years)

Lpl Financial, LLC

2015 - 2016 (1 year)

Alpha Financial Planning, Inc

2012 - 2015 (3 years)

Lpl Financial

*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 Benjamin Forgrave 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

Gary Reese
Kokomo, IN
Larry Chavez
Hollister, CA
Andrew Hackett
Kokomo, IN
Orie Augsburger
Kokomo, IN
Sherry Hight
Kokomo, IN
Saeed Sulaiman
Kokomo, IN
James Kelley
Lenexa, KS
Diana Covell
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.

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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.

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