Dawn Walker
Dawn Walker is a registered investment advisor at Creative Financial Designs, INC., based in Stillwater, MN, with 33 years of industry experience. Dawn 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
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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
Stillwater, MN
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Regulatory History (1)
Employment Separation After Allegations
August 2017Other Business Activities
Dawn is a financial advisor at Walker Wealth Management and Creative Financial Designs.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Fortis Investors, INC.Broker
Fortis Investors, INC.Broker
Voyageur Investments, INC.Broker
Bisys Fund Services Limited PartnershipBroker
State Registrations4 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.