Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Craig Neustaedter is a financial advisor with Creative Financial Designs, Inc. Steven has been in the financial services industry since 1996. Steven is a Certified Financial Planner and has experience working with a variety of clients, including individuals, high-net-worth individuals, families, and small businesses. Steven has offices in Kokomo, Indiana and League City, Texas and provides a variety of financial planning services, including investment management, retirement planning, and college savings planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
01/20/2017 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
FL
11/20/2012 - 03/15/2013
PLANMEMBER SECURITIES CORPORATION (TAMPA FL)
FL
09/08/2009 - 11/27/2012
LPL FINANCIAL LLC (TAMPA FL)
FL
04/01/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (DELRAY BEACH FL)
FL
02/01/2008 - 03/17/2008
WACHOVIA SECURITIES, LLC (BOCA RATON FL)
KS
06/20/2005 - 01/31/2008
CFD INVESTMENTS, INC. (MISSION KS)
CA
11/05/2004 - 06/16/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
AZ
05/27/2004 - 12/09/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IL
03/16/2004 - 06/10/2004
NSA SECURITIES CORPORATION (SCHAUMBURG IL)
CA
03/04/2003 - 03/23/2004
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
OH
03/12/1999 - 03/26/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
CT
04/25/1997 - 03/12/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
01/10/1997 - 04/29/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
10/22/1996 - 01/17/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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