Kurt Supe
Kurt Supe is a registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 25 years of industry experience. Kurt 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 (3)
Customer Dispute
July 2015Customer Dispute
February 2013Customer Dispute
March 2008Other 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.
Cfd Investments, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations26 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.