linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Ballister

Creative Financial Designs, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Ballister

Daniel Ballister is a financial professional with over 14 years of experience in the financial services industry. Daniel is registered with Creative Financial Designs, Inc. and is a Certified Financial Planner. Daniel has held previous positions with MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., and NEW ENGLAND SECURITIES. Daniel specializes in portfolio management for individuals and businesses, financial planning, and educational seminars.

Firm Information

Daniel Ballister 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Ballister’s Registration & Firm History

NJ

01/13/2023 - Present

Creative Financial Designs, Inc. (Succassunna NJ)

NJ

03/25/2017 - 07/15/2022

MML INVESTORS SERVICES, LLC (Fairfield NJ)

NJ

01/02/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (Fairfield NJ)

NJ

06/10/2008 - 01/02/2015

NEW ENGLAND SECURITIES (FAIRFIELD NJ)

Not sure if Daniel Ballister is right for you?

Licenses & Designations

IA

Issued 06/12/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2011

Series 7 - General Securities Representative Examination

BC

Issued 06/09/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Ballister. Review regulatory record here.
Not sure if Daniel Ballister is right for you?