Robert Kretz is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 26 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management. 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
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
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 →Employment History
Current Registrations
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Previous Registrations
PNC Wealth Management LLCBroker
PNC Wealth Management
Natcity Investments, INC.
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Securities Service Network, INC.Broker
State Registrations13 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
More Advisors
- Kyle Marburger, ChFCCreative Financial Designs, INC.
- James BoysCreative Financial Designs, INC.
- Christopher Rockey, ChFCCreative Financial Designs, INC.
- Matthew BahrenburgCreative Financial Designs, INC.
- Caleb Clark, CFPCreative Financial Designs, INC.
- Alexandra Durham, CFPAusdal Financial Partners, INC.