Barry Hickey
Barry Hickey is a registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 25 years of industry experience. Barry 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2007Other 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.
Cfd Investments, INC.Broker
Previous Registrations
Creative Financial Designs, INC.
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Edward JonesBroker
Edward JonesBroker
Bnl Securities INC.Broker
First American National Securities, INC.Broker
State Registrations9 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.