Jimm Nidlinger
Jimm Nidlinger is a registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 33 years of industry experience. Jimm operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9,767 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creative Financial Designs offers investment management services through various strategies, each with its own focus and minimum account size. These strategies include American Funds Focused, Best in Class, Biblical Faith Values (CFD4, Combination, Eventide Focused, Funds, Income, Inspire Focused, Tax-Wise, Timothy Focused), CFD4, Combination, Exchange Traded Funds, Five Tool, Fundamental Opportunities, Funds, Global, Income Strategy, Large Cap Growth, Large Cap Value, Progressive Trends, and Tax-Wise. Fees for these services are not detailed in this brochure.
Location
2704 S Goyer Rd, Kokomo, IN, 46902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jimm is involved with Creative Financial Designs and MGN Companies, focusing on sales, service, and consulting since 1980, dedicating about half of his time. He also manages apartment rentals through Southern Indiana Investments and Three, LLC, spending a few hours per week, and engages in independent insurance sales.
Employment History
Current Registrations
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Jefferson Pilot Securities CorporationBroker
Keogler, Morgan & Company, INC.Broker
David A. Noyes & CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.