About Creative Financial Designs, Inc.
<p>Founded in 1982, Creative Financial Designs, Inc. is a Registered Investment Adviser based in Kokomo in north-central Indiana, with an additional office in Marion. The firm works with individuals, families, groups, and financial professionals across the Kokomo–Marion area and beyond.</p> <p>Creative Financial Designs provides financial planning and investment management, including portfolio management for individuals and small businesses. As of 2026, the firm oversees about $7.0B in assets under management.</p> <p>Plan sponsors may also work with Creative Financial Designs for 3(21) fiduciary support, which fits firms looking for ongoing investment advice while retaining final decision-making responsibility. Educational seminars are part of the firm’s client education offering.</p> <p>One differentiator is its focus on biblically responsible investing options for clients who want their portfolios aligned with faith-based guidelines.</p> <ul> <li>Registered Investment Adviser (RIA); founded in 1982</li> <li>Headquarters in Kokomo, Indiana; office in Marion</li> <li>Services include 3(21) fiduciary consulting for retirement plans</li> <li>Portfolio management for individuals and small businesses</li> <li>Educational seminars and biblically responsible investing options</li> </ul>
Website: https://www.creativefinancialdesigns.com/
Founded: 1982
Office Locations
- Marion, IN
- Kokomo, IN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $7.0B