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Ricky L Bain

Creative Financial Designs, Inc.

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About Ricky L Bain

Ricky L. Bain is a registered representative with Creative Financial Designs, Inc. Ricky is a licensed advisor in 26 states and has been in the financial services industry since 2002. Ricky has experience in providing investment advice to individuals, families, and businesses. Ricky also specializes in financial planning, educational seminars and portfolio management. Previously, Ricky was a registered representative with Securities America, Inc. and CFD Investments, Inc. Ricky is committed to providing clients with personalized service and helping them achieve their financial goals.

Firm Information

Ricky Bain 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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Ricky Bain’s Registration & Firm History

MO

10/23/2007 - Present

Creative Financial Designs, Inc. (LEES SUMMIT MO)

MO

03/29/2007 - 10/24/2007

SECURITIES AMERICA, INC. (LEES SUMMIT MO)

MO

02/09/2004 - 03/29/2007

CFD INVESTMENTS, INC. (LEE'S SUMMIT MO)

CO

12/10/2003 - 02/23/2004

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

MA

05/15/2002 - 12/11/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BOTH

Issued 05/21/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ricky L Bain. Review regulatory record here.
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