William Quick
William Quick is a ChFC-designated registered investment advisor at Creative Financial Designs, INC., based in Indianapolis, IN, with 30 years of industry experience. William 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
6838 S East St, Indianapolis, IN, 46227
Get directionsHistory
Regulatory History (2)
Financial
November 2016Financial
July 2016Other Business ActivitiesSells Insurance
William is affiliated with Creative Financial Designs and Creative Financial Group as a financial advisor. He also engages in independent insurance sales on a full-time basis.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations19 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.