# Creative Financial Designs, Inc.
Source: https://planprovider.pro/provider/creative-financial-designs-inc

> Founded in 1982, Creative Financial Designs, Inc. is a Registered Investment Adviser based in Kokomo in north-central Indiana, with an additional office in M…

Retirement Plan Advisor

Kokomo, IN

## 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/](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

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