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Barry Hickey

Creative Financial Designs, INC.
26 Years of Experience
Muncie, IN
1 DisclosureBrokerSells Insurance
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Barry Hickey is a registered investment advisor at Creative Financial Designs, INC., based in Muncie, IN, with 26 years of industry experience. Barry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 10,566 clients with $2.9B in assets under management.

Creative Financial Designs, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
162 advisors
Number of Clients
10,566 clients
Average Client Portfolio
$278K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$10K

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.

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Location

1917 West Royal Drive, Muncie, IN, 47304

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History

Regulatory History (1)
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Customer Dispute
February 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Barry is an independent insurance agent, dedicating a few hours per week to this activity. He is also an investment advisor representative at Creative Financial Designs, Inc., a Crown Money Map Coach, a Dave Ramsey instructor, a Biblical Stewardship Series instructor, and the owner of Eagle Flight Wealth Management, and the president of NAIFA-ECI, spending minimal time on this role.

Employment History
Current Registrations
Creative Financial Designs, INC.
December 2007 - Present · 18 yrs 10 mos
Cfd Investments, INC.Broker
December 2007 - Present · 18 yrs 10 mos
Previous Registrations
Creative Financial Designs, INC.
December 2007 - December 2007 · 0 mos
Wilbanks Securities Advisory
May 2007 - December 2007 · 7 mos
Wilbanks Securities, INC.Broker
January 2007 - December 2007 · 11 mos
Edward JonesBroker
July 2004 - January 2007 · 2 yrs 6 mos
Edward JonesBroker
May 2002 - August 2003 · 1 yr 3 mos
Bnl Securities INC.Broker
January 1988 - December 1988 · 11 mos
First American National Securities, INC.Broker
January 1986 - July 1987 · 1 yr 6 mos
State Registrations10 states
CAFLILINKSOHSCTNTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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