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Michael John Dusold

Creative Financial Designs, Inc.

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About Michael John Dusold

Michael Dusold has been in the financial services industry since 1993. Michael is currently registered with Creative Financial Designs, Inc. and has been with this firm since May 2010. Michael has previous experience with several other firms including SIGMA FINANCIAL CORPORATION, GUARDIAN INVESTOR SERVICES CORPORATION, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Michael's specializations include investment companies, mutual funds, variable annuities, and fixed annuities. Michael is also a Chartered Financial Consultant.

Firm Information

Michael Dusold 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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Michael Dusold’s Registration & Firm History

IN

05/25/2010 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

OH

02/17/1999 - 05/24/2010

SIGMA FINANCIAL CORPORATION (CINCINNATI OH)

NY

10/11/1995 - 03/16/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

MA

05/14/1993 - 07/18/1995

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/14/1993 - 07/18/1995

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/01/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/1997

Series 7 - General Securities Representative Examination

BC

Issued 05/13/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael John Dusold.
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