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Desiree Wrigley

Creative Financial Designs, Inc.

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About Desiree Wrigley

Desiree Wrigley is an Investment Advisor Representative at Creative Financial Designs, Inc.. Desiree is based in Greenwood, Indiana, and has been in the financial industry since May 2015. Desiree has also worked with Wells Fargo Advisors Financial Network, LLC in Greenwood, Indiana. Desiree has earned the Series 66, SIE, and Series 7 licenses. Desiree specializes in retirement planning, investment planning, insurance planning, and estate planning.

Firm Information

Desiree Wrigley 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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Desiree Wrigley’s Registration & Firm History

IN

07/31/2020 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

IN

06/21/2010 - 02/17/2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENWOOD IN)

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Licenses & Designations

BOTH

Issued 07/24/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/14/2019

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Desiree Wrigley.
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