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Gavin Lovvorn

Creative Financial Designs, Inc.

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About Gavin Lovvorn

Gavin Lovvorn is a financial advisor with Creative Financial Designs, Inc. Gavin has been a registered investment advisor for over 2 years and has a Series 7, Series 66 and SIE license. Gavin is also a Certified Financial Planner. Gavin has a broad base of experience in the financial services industry and has worked with both individuals and businesses in a variety of capacities. Gavin provides a wide range of financial planning services, including retirement planning, college savings planning, investment management, and tax planning.

Firm Information

Gavin Lovvorn 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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Gavin Lovvorn’s Registration & Firm History

IN

03/17/2021 - Present

Creative Financial Designs, Inc. (Ft. Wayne IN)

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Licenses & Designations

BOTH

Issued 12/29/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/24/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gavin Lovvorn.
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