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Jeffery Scott Lillie

Creative Financial Designs, Inc.

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About Jeffery Scott Lillie

Jeffery Scott Lillie is a financial advisor with Creative Financial Designs, Inc., where has been employed since 2004. Prior to that, Jeffery worked at PRINcor Financial Services Corporation. Jeffery holds Series 6 and 63 licenses and is registered with the states of California, Georgia, Illinois, Indiana, Iowa, North Carolina, Ohio, South Carolina, Washington, and Wisconsin. Jeffery has been in the securities industry since 2000. Jeffery's expertise includes financial planning and portfolio management for individuals and businesses.

Firm Information

Jeffery Lillie 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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Jeffery Lillie’s Registration & Firm History

IN

11/19/2004 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

IA

01/18/2000 - 11/19/2004

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 09/25/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery Scott Lillie.
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