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Adam Fullenkamp

Creative Financial Designs, Inc.

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About Adam Fullenkamp

Adam Fullenkamp is a financial advisor who is registered with the state of Ohio. He is affiliated with Creative Financial Designs, Inc., and has been with the firm since October 2021. Adam has a designation as a Certified Financial Planner. He also has a number of specializations including Retirement Planning, College Savings Plans, Insurance and Annuities, and Estate Planning. Adam has worked in the financial services industry since July 2011. Adam is committed to helping clients achieve their financial goals.

Firm Information

Adam Fullenkamp is currently registered with Creative Financial Designs, Inc.. Creative Financial Designs, Inc. is an investment advisor headquartered in Kokomo, IN. The firm provides financial planning, portfolio management, and educational seminars for individuals, businesses, charitable organizations, and pension plans. They have a team of 79 licensed agents, 149 investment adviser representatives, and 140 registered representatives, managing over $2 billion in assets for over 12,000 clients.
Creative Financial Designs, Inc.

2704 S GOYER RD

KOKOMO, IN 46902

$2.08B

Assets Under Management

140

Total Clients

140

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Fullenkamp’s Registration & Firm History

OH

11/04/2021 - Present

Creative Financial Designs, Inc. (Sidney OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Fullenkamp.
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