Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Oliver is a registered Investment Advisor Representative with Creative Financial Designs, Inc., based in Kokomo, IN. Jacob has been in the financial industry for more than a decade and holds the Series 65 license. Jacob is also a licensed Real Estate Associate Broker with StartPoint Realty. Jacob provides financial planning, portfolio management, and educational seminars. He is known for his deep understanding of the needs of high-net-worth individuals and has a strong track record of success.
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.
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IN
04/11/2023 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
IA
Issued 02/09/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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