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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Leclaire Walker is a financial advisor with Creative Financial Designs, Inc. with over 25 years of experience in the financial services industry. Dawn has a broad range of experience working with individuals, families, and small businesses to develop comprehensive financial plans and investment strategies. She is a registered representative and investment advisor representative, and holds the Series 6, 7, 26, 63, and 65 licenses. Dawn is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
MN
10/25/2017 - Present
Creative Financial Designs, Inc. (Stillwater MN)
MN
03/06/2008 - 09/01/2017
LPL FINANCIAL LLC (BLOOMINGTON MN)
NY
08/08/2000 - 03/10/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
12/06/1999 - 08/11/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
07/17/1997 - 11/15/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
01/17/1994 - 06/17/1997
VOYAGEUR INVESTMENTS, INC.
ME
09/13/1989 - 11/27/1993
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
BC
Issued 03/31/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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