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Kathi Ann Dunlap

Creative Financial Designs, Inc.

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About Kathi Ann Dunlap

Kathi Ann Dunlap is a registered representative with Creative Financial Designs, Inc. and has been in the industry since April 18, 2017. Kathi is registered in 14 states, including Ohio, where she is also registered as an Investment Advisor Representative. In addition to working with Creative Financial Designs, Inc., Kathi is also the owner and registered assistant of Faith Investment Services of Ohio LLC. Kathi holds the Series 6, Series 7, Series 66 and SIE securities licenses.

Firm Information

Kathi Dunlap 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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Kathi Dunlap’s Registration & Firm History

OH

08/29/2019 - Present

Creative Financial Designs, Inc. (Bluffton OH)

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Licenses & Designations

BOTH

Issued 08/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathi Ann Dunlap.
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