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Mark Gray

Creative Financial Designs, Inc.

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About Mark Gray

Mark Gray has been in the financial services industry since 1996. Mark is currently a registered representative with Creative Financial Designs, Inc. Mark is also a registered investment advisor. Mark has previously worked at WFG INVESTMENTS, INC., PRO-INTEGRITY SECURITIES, INC., and HACKETT ASSOCIATES, INC. Mark specializes in financial planning, portfolio management for individuals and businesses and educational seminars. Mark also provides independent insurance sales.

Firm Information

Mark Gray 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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Mark Gray’s Registration & Firm History

IN

10/09/2009 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

FL

01/03/2005 - 08/03/2009

WFG INVESTMENTS, INC. (PLANT CITY FL)

TX

03/05/2002 - 12/31/2004

PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)

PA

05/14/1996 - 03/06/2002

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

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Licenses & Designations

IA

Issued 10/29/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/17/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Mark Gray. Review regulatory record here.
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