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David Simeone

Creative Financial Designs, Inc.

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About David Simeone

David Simeone is a financial advisor with Creative Financial Designs, Inc. David has been in the financial industry since 2001. David holds the Series 7 and Series 66 licenses. David works with individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. David specializes in financial planning, portfolio management for businesses and individuals, and educational seminars. David is also a Managing Partner and Wealth Advisor at Firm Foundations Financial Group.

Firm Information

David Simeone 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 Simeone’s Registration & Firm History

PA

12/21/2023 - Present

Creative Financial Designs, Inc. (Monroeville PA)

PA

07/07/2005 - 06/19/2017

COMMONWEALTH FINANCIAL NETWORK (SEWICKLEY PA)

MA

04/22/2003 - 07/01/2005

MUTUAL SERVICE CORPORATION (BOSTON MA)

MO

04/04/2001 - 04/29/2003

FFP SECURITIES, INC. (CHESTERFIELD MO)

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Licenses & Designations

BOTH

Issued 05/03/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Simeone.
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