Richard Keith
Richard Keith is a ChFC-designated registered investment advisor at Creative Financial Designs, INC., based in Duncansville, PA, with 41 years of industry experience. Richard 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
Duncansville, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1996Other Business ActivitiesSells Insurance
Richard is the Owner/President of Keith Financial Services, Inc., where he sells life insurance, P&C insurance, fixed annuities, and provides tax preparation services, dedicating about 10-20% of his time. Richard also owns rental property, spending minimal time on it.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Berthel, Fisher & Company Financial Services, INC.Broker
Continental Capital Investment Services, INC.Broker
Pruco Securities CorporationBroker
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.