linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Helmut Graef

Creative Financial Designs, Inc.

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

About Michael Helmut Graef

Michael Helmut Graef has over 17 years of experience in the financial services industry. Michael is a Certified Financial Planner™ professional and currently works at Creative Financial Designs, Inc.. Michael also has registrations with Inspire Investing, LLC. Michael has been a registered representative with FINRA since December 2005. Michael holds the Series 63, 66 and 7 licenses and the SIE exam. Michael is currently registered in 24 states.

Firm Information

Michael Graef 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.

Michael Graef’s Registration & Firm History

IN

07/27/2015 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

CA

02/24/2012 - 07/24/2015

NEXT FINANCIAL GROUP, INC. (SANTA CLARA CA)

CA

12/20/2005 - 01/26/2012

FIDELITY BROKERAGE SERVICES LLC (SUNNYVALE CA)

Not sure if Michael Helmut Graef is right for you?

Licenses & Designations

BOTH

Issued 03/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Helmut Graef.
Not sure if Michael Helmut Graef is right for you?