Steven Neustaedter
Steven Neustaedter is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Houston, TX, with 29 years of industry experience. Steven 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
18333 Egret Bay Blvd, #645, Houston, TX, 77058
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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
Steven is involved in independent insurance sales, Creative Financial Designs, and The Blackmont Group. He also works with Swan Wealth Mgmt LLC providing financial planning, investment management, and Medicare services, spending about half his time on these activities.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Independent Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service Corporation
Mutual Service CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Planmember Securities CorporationBroker
Planmember Securities Corporation
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Nsa Securities Corporation
Nsa Securities CorporationBroker
Planmember Securities CorporationBroker
Planmember Securities Corporation
Vestax Securities Corporation
Vestax Securities CorporationBroker
Washington Square Securities, INC.Broker
Guardian Investor Services CorporationBroker
Nylife Securities INC.Broker
State Registrations10 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.