Otto Ray
Otto Ray is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Martinsville, IN, with 27 years of industry experience. Otto 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
1589 Burton Ln, Martinsville, IN, 46151
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.
Exams
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