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Daniel Lee Hoelscher

Creative Financial Designs, Inc.

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About Daniel Lee Hoelscher

Daniel Lee Hoelscher is a financial advisor with Creative Financial Designs, Inc. and Seniormark, LLC. Daniel has been in the financial industry for over 20 years. Daniel is a Certified Financial Planner and holds Series 6, 26, and 66 licenses. Daniel specializes in providing financial planning services to individuals, businesses, and charitable organizations. Daniel is also an independent insurance agent.

Firm Information

Daniel Hoelscher 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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Daniel Hoelscher’s Registration & Firm History

OH

07/26/2019 - Present

Creative Financial Designs, Inc. (Sidney OH)

OH

06/11/2004 - 12/02/2009

NATIONWIDE SECURITIES, LLC (SIDNEY OH)

IL

03/24/2004 - 05/25/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

GA

04/12/2002 - 04/01/2004

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

03/31/1997 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 12/30/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/29/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Lee Hoelscher.
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