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Kurt Supe

Creative Financial Designs, INC.
26 Years of Experience
Indianapolis, IN
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Kurt Supe is a registered investment advisor at Creative Financial Designs, INC., based in Indianapolis, IN, with 26 years of industry experience. Kurt 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.

Creative Financial Designs, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
162 advisors
Number of Clients
10,566 clients
Average Client Portfolio
$278K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$7K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6838 South East Street, Indianapolis, IN, 46227

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2015
Settled
Customer Dispute
February 2013
Settled
Customer Dispute
March 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kurt is the president of Supe Culpepper, Inc. (DBA Creative Financial Group) providing insurance, tax planning, and financial services, dedicating about a quarter of his time. He also has several other business activities including property management, online retail sales, tax preparation, and owning/operating aircraft to find investment property, each taking minimal time.

Employment History
Current Registrations
Creative Financial Designs, INC.
May 2009 - Present · 17 yrs 5 mos
Cfd Investments, INC.Broker
May 2009 - Present · 17 yrs 5 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
May 2006 - May 2009 · 3 yrs
National Planning CorporationBroker
March 2004 - May 2009 · 5 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
March 2000 - March 2004 · 4 yrs
Robert W. Baird & CO. IncorporatedBroker
March 2000 - January 2002 · 1 yr 10 mos
State Registrations26 states
AKALAZCACOFLGAIAILINKSKYMDMIMNMONCNEOHPASCSDTNTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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