Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Marburger is a financial advisor with Creative Financial Designs, Inc. based in Kokomo, IN. Kyle has been in the financial industry since 2007. Kyle is registered with the state of Indiana to provide investment advice. Kyle also holds Series 6, 7, 63, 65 and SIE securities licenses. Kyle has been with Creative Financial Designs, Inc. since 2017. Prior to joining Creative Financial Designs, Inc., Kyle worked for Valic Financial Advisors, Inc., Horace Mann Investors Inc. and Farmers Financial Solutions, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
07/06/2017 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
IN
05/09/2011 - 01/19/2017
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
IN
10/26/2007 - 05/13/2011
HORACE MANN INVESTORS INC (WEST LAFAYETTE IN)
IN
09/19/2006 - 12/20/2006
FARMERS FINANCIAL SOLUTIONS, LLC (INDIANAPOLIS IN)
IA
Issued 06/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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