Mickey Owens
Mickey Owens is a CFP, ChFC-designated registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 40 years of industry experience. Mickey 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 (5)
Customer Dispute
December 1995Customer Dispute
October 1995Customer Dispute
September 1994Customer Dispute
August 1993Regulatory
May 1991Other Business ActivitiesSells Insurance
Mickey is a managing member of CFC, LLC, president of CFD Insurance Planners, and owner of Mick Owens, Inc. He also works as an independent insurance agent, referral real estate broker, and is president and owner of cfd Tax Preparation and Bookkeeping Services, Inc, dedicating minimal time to the latter two.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
Mariner Financial Services, INC.Broker
Berachah Securities CorporationBroker
State Registrations3 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.