Creative Financial Designs, Inc.
Overview
Creative Financial Designs, Inc. is a Registered Investment Adviser based in Kokomo, Indiana, offering comprehensive financial planning and investment management services. The firm provides personalized, fee-based investment management tailored to clients' goals, risk tolerance, and time horizon, utilizing various platforms such as brokerage accounts, variable annuities, and self-directed employer plans. Additionally, they offer financial planning services covering cash flow, tax analysis, investment planning, education funding, retirement planning, and estate planning. Founded in 1982, Creative Financial Designs has over 40 years of experience in the financial services industry. The firm has grown to manage approximately $2.5 billion in assets, serving over 14,000 managed accounts. Their mission is to provide unique and valuable investment services to clients while honoring their Kingdom Values, emphasizing integrity, stewardship, and the greater good. The firm is committed to empowering financial advisers with the necessary support, tools, and quality financial products to achieve their clients' goals. In February 2026, Creative Financial Designs launched Creative Portfolio Management (CPM), offering both traditional and faith-based investment strategies through its Turnkey Asset Management Program (TAMP). This initiative aims to provide financial advisers with portfolios that align with clients' values and financial objectives, reflecting the firm's dedication to holistic, transparent, and purpose-driven financial stewardship.
Investment Focus
- Accredited investor status may be required for certain investment opportunities
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Creative Financial Designs, Inc.
What sectors does Creative Financial Designs, Inc. invest in?
Creative Financial Designs, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Indiana, United States. Creative Financial Designs, Inc. is listed as a other in the ConnectSafely investor database.
What stage does Creative Financial Designs, Inc. invest at?
Creative Financial Designs, Inc. backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 100K - 50M.
Which regions does Creative Financial Designs, Inc. invest in?
Creative Financial Designs, Inc. invests across United States.
What companies has Creative Financial Designs, Inc. invested in?
Creative Financial Designs, Inc.'s portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
Last updated · Source: ConnectSafely investor database
