Unclaimed
Chris Cochran has been working in the financial industry since 1994. Chris is currently registered with Creative Financial Designs, Inc. and has experience working with a number of financial institutions in the past. Chris is a financial advisor who is dedicated to helping clients reach their financial goals. Chris is committed to providing personalized financial advice to help each client achieve their unique goals. Chris is committed to providing exceptional service and building long-lasting relationships with each client.
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.
1
2
IN
08/06/2024 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
MI
08/18/2009 - 05/02/2014
NEXT FINANCIAL GROUP, INC. (SHELBY TOWNSHIP MI)
MI
05/16/2006 - 08/17/2009
INVESTACORP, INC. (SHELBY TOWNSHIP MI)
MI
08/15/2002 - 05/05/2006
EDWARD JONES (SHELBY TOWNSHIP MI)
MN
02/15/1994 - 09/16/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 09/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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