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Jared S Argo

Creative Financial Designs, Inc.

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About Jared S Argo

Jared Argo is an active Registered Investment Advisor and Broker-Dealer, licensed in New Mexico and Oklahoma, with experience in the financial industry since October 4, 2021. Jared is currently affiliated with Creative Financial Designs, Inc., a financial advisory firm with a focus on providing portfolio management services to individuals, businesses, and charitable organizations. Jared's expertise includes investment advisory services and insurance brokerage, particularly specializing in Medicare/Health insurance, mutual funds, and managed accounts. Jared previously worked with Lincoln Investment.

Firm Information

Jared Argo 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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Jared Argo’s Registration & Firm History

NM

06/03/2022 - Present

Creative Financial Designs, Inc. (Artesia NM)

NM

10/05/2021 - 01/04/2022

LINCOLN INVESTMENT (ARTESIA NM)

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Licenses & Designations

IA

Issued 05/31/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared S Argo.
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