Stuart Breeden
Stuart Breeden is a registered investment advisor at Creative Financial Designs, INC., based in Peoria, IL, with 31 years of industry experience. Stuart 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
4924 N Renwood, Peoria, IL, 61614
Get directionsHistory
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
Stuart is the president and an accountant/CPA at Breeden & Associates, Ltd., dedicating about half their time. He also engages in independent insurance sales through Stuart Breeden Insurance for a few hours per week, and is an RIA representative at Creative Financial Designs, Inc., spending about a quarter of their time. Additionally, Stuart owns a vacation home with Tamara Breeden, which is not investment-related and requires minimal time.
Employment History
Current Registrations
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Previous Registrations
Level Four Advisory Services
Securities America, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations12 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.