Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kling is a financial advisor with over 17 years of experience. Timothy is currently registered with Creative Financial Designs, Inc., a firm headquartered in Kokomo, Indiana. Timothy has a strong track record of success helping individuals, families, and businesses achieve their financial goals. Timothy provides a range of services, including financial planning, portfolio management, and educational seminars.
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
01/02/2020 - Present
Creative Financial Designs, Inc. (Mishawaka IN)
IN
01/17/2017 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (MISHAWAKA IN)
IN
09/11/2009 - 01/20/2017
TRIAD ADVISORS, INC. (MISHAWAKA IN)
IN
01/14/2004 - 09/23/2009
GUNNALLEN FINANCIAL, INC (MISHAWAKA IN)
MA
02/17/2003 - 12/31/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 05/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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