Gene Griffin
Gene Griffin is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Terre Haute, IN, with 32 years of industry experience. Gene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 10,566 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally start at 0.50% and range up to a maximum of 2.00% annually depending on the platform and strategy selected. All fees are negotiable.
Fee Estimator
Location
1190 Canvasback Dr., Terre Haute, IN, 47807
Get directionsHistory
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.
Exams
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