Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Neisler is a financial advisor in Kokomo, Indiana, associated with Creative Financial Designs, Inc. Leonard has been in the industry for over 40 years and is dedicated to helping clients achieve their financial goals. In addition to his current position with Creative Financial Designs, Leonard has worked for several other firms, including MML Investors Services, LLC, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. He is registered with the state of Indiana as a Registered Investment Advisor. Leonard holds several industry licenses and designations including Series 7TO, Series 26, and Series 63.
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
06/27/2018 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
IN
09/24/1997 - 05/09/2018
MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)
IN
01/04/1993 - 09/03/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/04/1993 - 09/03/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
11/23/1988 - 01/22/1993
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
06/29/1982 - 12/23/1988
W. S. GRIFFITH & CO., INC.
NA
01/21/1982 - 12/23/1988
HOME LIFE INSURANCE COMPANY
NA
02/14/1983 - 11/04/1986
PPS SECURITIES CORP.
NA
02/16/1970 - 11/07/1981
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 04/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/27/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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