linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott Wilbur Lucas

Creative Financial Designs, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott Wilbur Lucas

Scott Lucas, CFP®, is a financial advisor at Creative Financial Designs, Inc. Scott has been in the financial services industry for over 15 years. He is a registered representative and investment advisor representative, licensed in the state of Pennsylvania. Scott offers financial planning, portfolio management, and other services for individuals and businesses. Scott's previous experience includes working at Commonwealth Financial Network and Touchstone Capital, Inc. Scott is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Scott Lucas 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Lucas’s Registration & Firm History

IN

12/05/2022 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

PA

04/21/2015 - 06/19/2017

COMMONWEALTH FINANCIAL NETWORK (SEWICKLEY PA)

Not sure if Scott Wilbur Lucas is right for you?

Licenses & Designations

BOTH

Issued 06/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Wilbur Lucas.
Not sure if Scott Wilbur Lucas is right for you?