Benjamin
Glenn
Creative Financial Designs, Inc
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About this Advisor
Benjamin Glenn is a financial advisor based in Harrisonburg, Virginia with a total of 9 years of relevant experience. Glenn is an employee of Creative Financial Designs, Inc. Their career trajectory has included roles at Securities Service Network, Cfd Investments, Inc and Creative Financial Designs, Inc. Glenn has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Virginia. Creative Financial Designs, Inc is a financial advisory company that has its headquarters in Kokomo, IN. The firm has offices in 94 locations and a total of 145 advisors. It administers $2 billion in total assets across its 11,616 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 11,616 client accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. 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. Financial advisory fee schedules largely are based on which services the firm provides the client. Fees billed by Creative Financial Designs, Inc most likely include 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
Benjamin Glenn Work History
Benjamin has been registered as a financial advisor for 9 years.*
Cfd Investments, Inc
Creative Financial Designs, Inc
Securities Service Network
*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 Glenn 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
Hollister, CA
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Saint Charles, MO
Kokomo, IN
Morristown, TN
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