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James Anthony Martin

Creative Financial Designs, Inc.

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About James Anthony Martin

James Anthony Martin is an investment advisor representative at Creative Financial Designs, Inc. James has been in the financial industry since 1990. James holds a Series 6, 7, and 63 license. James is a certified financial planner and a minister. James has previous experience at CAPITAL ANALYSTS, INCORPORATED, HACKETT ASSOCIATES, INC., and CHUBB SECURITIES CORPORATION. James is registered with the state of Pennsylvania.

Firm Information

James Martin 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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James Martin’s Registration & Firm History

PA

01/11/2011 - Present

Creative Financial Designs, Inc. (FT LOUDON PA)

PA

10/30/1992 - 01/11/2011

CAPITAL ANALYSTS, INCORPORATED (FORT LOUDON PA)

PA

04/26/1991 - 11/06/1992

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

IN

09/04/1990 - 04/16/1991

CHUBB SECURITIES CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 08/30/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/1995

Series 7 - General Securities Representative Examination

BC

Issued 08/30/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Anthony Martin.
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