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Renee Cheryl Stewart

Creative Financial Designs, Inc.

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About Renee Cheryl Stewart

Renee Stewart is a Registered Representative and Investment Adviser Representative with Creative Financial Designs, Inc. Renee has been working in the financial industry since November 1999 and has a background in financial services. Renee has held previous positions with CSSC Brokerage Services, Inc., Mutual Service Corporation and FSC Securities Corporation. Renee is currently licensed in Florida and Indiana. Renee is also registered with FINRA and the state of Indiana.

Firm Information

Renee Stewart 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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Renee Stewart’s Registration & Firm History

IN

12/03/2010 - Present

Creative Financial Designs, Inc. (BRAZIL IN)

IN

03/21/2007 - 12/31/2010

CSSC BROKERAGE SERVICES, INC. (BRAZIL IN)

IN

08/31/2001 - 03/21/2007

MUTUAL SERVICE CORPORATION (BRAZIL IN)

GA

11/09/1999 - 08/31/2001

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 11/23/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Renee Cheryl Stewart.
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