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Benjamin Todd Glenn

Creative Financial Designs, Inc.

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About Benjamin Todd Glenn

Benjamin Glenn is an active advisor representative registered with Creative Financial Designs, Inc. Benjamin has been in the industry since 2008. Benjamin holds both a Series 7 and a Series 66 license. Benjamin works out of the Harrisonburg, VA branch office and is registered in 30 states. The Harrisonburg, VA branch office is located at 31 Southgate Ct, Suite 202. Benjamin also has a branch office in Kokomo, Indiana. Creative Financial Designs is a firm with headquarters in Kokomo, Indiana. The firm has approximately 12,377 clients and manages over $2 billion in assets. Creative Financial Designs is a firm with approximately 140 employees, including licensed agents, investment adviser representatives, and registered representatives. The firm offers a variety of advisory services, including financial planning, educational seminars, and portfolio management for both businesses and individuals.

Firm Information

Benjamin Glenn 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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Benjamin Glenn’s Registration & Firm History

VA

08/12/2014 - Present

Creative Financial Designs, Inc. (HARRISONBURG VA)

VA

04/14/2011 - 08/12/2014

SECURITIES SERVICE NETWORK, INC. (HARRISONBURG VA)

VA

10/17/2008 - 03/02/2011

EDWARD JONES (HARRISONBURG VA)

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Licenses & Designations

BOTH

Issued 10/31/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Todd Glenn.
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