TrueAdvisor
TrueAdvisor
MD
ChFC
MD
ChFC

Michael Dusold

Creative Financial Designs, INC.
33 Years of Experience
Cincinnati, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Dusold is a ChFC-designated registered investment advisor at Creative Financial Designs, INC., based in Cincinnati, OH, with 33 years of industry experience. Michael 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.

Creative Financial Designs, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
162 advisors
Number of Clients
10,566 clients
Average Client Portfolio
$278K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$7K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3860 Race Rd., Suite 102, Cincinnati, OH, 45211

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael operates under the name Dusold Financial Svcs. He also engages in independent insurance sales and is an investment advisor representative (IAR) with Creative Financial Designs, Inc.

Employment History
Current Registrations
Creative Financial Designs, INC.
May 2010 - Present · 16 yrs 5 mos
Cfd Investments, INC.Broker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Spc
January 2002 - May 2010 · 8 yrs 4 mos
Sigma Financial CorporationBroker
February 1999 - May 2010 · 11 yrs 3 mos
Guardian Investor Services CorporationBroker
October 1995 - March 1999 · 3 yrs 5 mos
Metlife Securities INC.Broker
May 1993 - July 1995 · 2 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
May 1993 - July 1995 · 2 yrs 2 mos
State Registrations11 states
FLILINKYNMOHSCTNTXWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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