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Randy Joe Umbaugh

Creative Financial Designs, Inc.

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About Randy Joe Umbaugh

Randy Joe Umbaugh is an investment advisor representative for Creative Financial Designs, Inc.. Randy has been in the securities industry since June 27, 1995. Randy is registered with the state of Indiana as an investment advisor representative. Randy also holds Series 7, Series 63, and Series 65 securities licenses. Randy has 10 approved state registrations including Arizona, Colorado, Florida, Illinois, Indiana, New Hampshire, Ohio, South Carolina, Tennessee, and Virginia. Randy has previous employment with American Express Financial Advisors Inc. and IDS Life Insurance Company.

Firm Information

Randy Umbaugh 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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Randy Umbaugh’s Registration & Firm History

IN

04/14/2004 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

MN

06/28/1995 - 03/02/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/28/1995 - 03/02/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/18/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randy Joe Umbaugh.
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