linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew David Powlen

Creative Financial Designs, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew David Powlen

Matthew Powlen is an Indiana Registered Investment Advisor Representative. Matthew Powlen has been in the industry since 2008. Matthew Powlen is currently registered with Creative Financial Designs, Inc. in Indiana. Matthew Powlen has also been previously registered with G.A. REPPLE & COMPANY in Florida, CAPITAL FINANCIAL SERVICES, INC. in Florida, and EMPIRE FINANCIAL GROUP, INC. in Florida.

Firm Information

Matthew Powlen 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Powlen’s Registration & Firm History

IN

12/07/2017 - Present

Creative Financial Designs, Inc. (Kokomo IN)

FL

05/08/2012 - 12/11/2015

G. A. REPPLE & COMPANY (CASSELBERRY FL)

FL

02/16/2006 - 12/15/2011

CAPITAL FINANCIAL SERVICES, INC. (GAINESVILLE FL)

FL

10/06/2005 - 11/17/2005

EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)

Not sure if Matthew David Powlen is right for you?

Licenses & Designations

BOTH

Issued 06/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew David Powlen. Review regulatory record here.
Not sure if Matthew David Powlen is right for you?