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Suresh Fernando

Creative Financial Designs, Inc.

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About Suresh Fernando

Suresh Fernando is an Investment Advisor Representative at Creative Financial Designs, Inc. Suresh is registered with the state of Missouri and has been in the industry since June of 2014. Suresh has a Series 65 license and is also President of Pathfinder Financial Advocates, LLC. Suresh specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses. Suresh is committed to helping clients achieve their financial goals.

Firm Information

Suresh Fernando 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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Suresh Fernando’s Registration & Firm History

MO

07/06/2017 - Present

Creative Financial Designs, Inc. (St Charles MO)

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Licenses & Designations

IA

Issued 05/30/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Suresh Fernando.
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