Gene Griffin
Gene Griffin is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Terre Haute, IN, with 31 years of industry experience. Gene 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
1190 Canvasback Dr., Terre Haute, IN, 47807
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Regulatory History (1)
Customer Dispute
July 2024Other Business ActivitiesSells Insurance
Gene is an independent insurance agent, spending minimal time on this activity. He is also an Investment Adviser Representative at Creative Financial Designs, Inc. and spends minimal time on commercial real estate rentals. Gene is also the chairman of the board for Shepherds of Griffin Bike Park, Inc, a non-profit, spending about 10-20% of his time applying for grants.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
Ffp Securities, INC.Broker
State Registrations11 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.