Stephen Werner
Stephen Werner is a registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 37 years of industry experience. Stephen 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is the President and Owner of Covenant Financial Planning, LLC, a financial planning firm offering securities and insurance products, dedicating nearly full-time hours to this. He also engages in independent fixed insurance sales with various insurance companies, spending about 10-20% of his time on this activity. Stephen is also the CEO and 50% owner of Covenant Financial Group LLC, spending about a quarter of his time on this.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
G. A. Repple & Company
G. A. Repple & CompanyBroker
Freedom Financial, INC.Broker
Thrivent Investment Management 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.