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Otto Everett Ray

Creative Financial Designs, Inc.

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About Otto Everett Ray

Otto Everett Ray is a financial advisor with Creative Financial Designs, Inc., where has been registered since 2017. Otto has over 20 years of experience in the financial services industry. Otto holds Series 7, 63 and 66 licenses. Otto is a Certified Financial Planner and offers a wide range of financial services to individuals, families, and businesses. These services include portfolio management, financial planning, educational seminars, and portfolio management for businesses.

Firm Information

Otto Ray 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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Otto Ray’s Registration & Firm History

IN

03/29/2017 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

OH

12/02/2004 - 05/11/2005

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

MO

09/29/1998 - 12/01/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 03/21/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Otto Everett Ray. Review regulatory record here.
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