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David Calvin Lolley

Creative Financial Designs, Inc.

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About David Calvin Lolley

David Lolley is a financial advisor with Creative Financial Designs, Inc. David has been in the industry since 2002 and has a broad range of experience in financial planning, investment management, and insurance sales. David has a proven track record of success in helping clients reach their financial goals. David is committed to providing personalized service and working with clients to develop a comprehensive financial plan that meets their individual needs.

Firm Information

David Lolley 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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David Lolley’s Registration & Firm History

MI

05/05/2023 - Present

Creative Financial Designs, Inc. (Adrian MI)

MI

12/10/2002 - 05/10/2023

LINCOLN FINANCIAL SECURITIES CORPORATION (ADRIAN MI)

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Licenses & Designations

BOTH

Issued 06/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Calvin Lolley.
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