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Wealth Manager • Kokomo, United States

Creative Financial Designs

Creative Financial Designs is a wealth manager based in Kokomo, United States, founded in 1982. Verified contact details, AUM data, and investment preferences on FindLPs.

$1.4B
Assets Under Mgmt
1982
Year Founded
Wealth Manager
Investor Type
Kokomo, United States
Headquarters
About

Creative Financial Designs

Custom financial planning and investment strategies designed to support advisers and help clients achieve long-term financial goals.

Investment Focus

What Creative Financial Designs Invests In

Investment types: Natural Resources

Sectors & themes: Energy & Utilities

Preferred geographies: North America

Location: 2704 South Goyer Road

Contact Creative Financial Designs

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.