linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Hoodenpyle

Creative Financial Designs, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Hoodenpyle

James Hoodenpyle is a financial advisor with Creative Financial Designs, Inc. James has over 15 years of experience in the financial services industry. James specializes in providing financial planning, portfolio management, and insurance services to individuals and families. James has a Series 6, 7, 63, and 65 license and is registered with the state of Missouri as an investment advisor representative. James is also registered with FINRA. James is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

James Hoodenpyle 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Hoodenpyle’s Registration & Firm History

MO

04/21/2021 - Present

Creative Financial Designs, Inc. (Joplin MO)

MO

03/15/2018 - 04/23/2021

NYLIFE SECURITIES LLC (SPRINGFIELD MO)

MO

04/18/2016 - 02/27/2018

WADDELL & REED (CREVE COEUR MO)

Not sure if James Hoodenpyle is right for you?

Licenses & Designations

IA

Issued 06/06/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/18/2016

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 Hoodenpyle.
Not sure if James Hoodenpyle is right for you?