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Jack D Brannan

Creative Financial Designs, Inc.

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About Jack D Brannan

Jack Brannan is a financial advisor with Creative Financial Designs, Inc. Jack has been in the financial services industry for over 12 years. Jack is licensed to sell securities in Colorado, New Mexico, Oklahoma, and Texas. Jack is also a Registered Investment Advisor in New Mexico. Jack offers financial planning, portfolio management for individuals and businesses, and educational seminars. Jack has a strong track record of helping clients achieve their financial goals. Jack is dedicated to providing his clients with personalized service and sound financial advice.

Firm Information

Jack Brannan 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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Jack Brannan’s Registration & Firm History

IN

01/04/2022 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

NM

06/01/2012 - 01/04/2022

LINCOLN INVESTMENT (ARTESIA NM)

NM

07/28/2009 - 06/01/2012

CAPITAL ANALYSTS, INCORPORATED (ARTESIA NM)

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Licenses & Designations

BOTH

Issued 08/14/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2010

Series 7 - General Securities Representative Examination

BC

Issued 07/27/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jack D Brannan. Review regulatory record here.
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