Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
11/04/2021 - Present
Creative Financial Designs, Inc. (Sidney OH)
Active
Inactive
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