Otto Ray
Otto Ray is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 26 years of industry experience. Otto 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2005Other Business ActivitiesSells Insurance
Otto is a 50% owner and silent partner in Otto Ray Agency, a property and casualty insurance business, dedicating minimal time. He also plays bass at Emmanuel Church, spending nearly full-time hours per week between rehearsals and services.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
Fifth Third Securities, INC.Broker
Edward JonesBroker
State Registrations20 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.