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Richard Glenn McDaniel

Creative Financial Designs, Inc.

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About Richard Glenn McDaniel

Richard McDaniel has been in the financial industry since 2006 and is currently registered with Creative Financial Designs, Inc. Richard has a wide range of experience, having held previous positions at NEXT FINANCIAL GROUP, INC. and CAPITAL FINANCIAL SERVICES, INC.. Richard has a number of licenses and certifications, including the Series 6, Series 7, and Series 66, which demonstrate Richard's commitment to providing comprehensive financial advice. Richard focuses on providing portfolio management for individuals and businesses, as well as financial planning services.

Firm Information

Richard McDaniel 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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Richard McDaniel’s Registration & Firm History

OH

05/28/2013 - Present

Creative Financial Designs, Inc. (GALLIPOLIS OH)

OH

03/13/2008 - 05/29/2013

NEXT FINANCIAL GROUP, INC. (GALLIPOLIS OH)

OH

06/02/2006 - 03/14/2008

CAPITAL FINANCIAL SERVICES, INC. (GALLIPOLIS OH)

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Licenses & Designations

BOTH

Issued 07/12/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2007

Series 7 - General Securities Representative Examination

BC

Issued 06/01/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Glenn McDaniel. Review regulatory record here.
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