TrueAdvisor
TrueAdvisor
BF
BF

Benjamin Forgrave

Creative Financial Designs, INC.
19 Years of Experience
Zanesville, OH
13 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Benjamin Forgrave is a registered investment advisor at Creative Financial Designs, INC., based in Zanesville, OH, with 19 years of industry experience. Benjamin 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

1166 Military Road Suite B1, Zanesville, OH, 43701

Get directions

History

Regulatory History (13)
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.
Financial
March 2021
Final
Financial
January 2021
Final
Financial
November 2020
Final
Financial
November 2020
Final
Financial
August 2020
Final
Financial
April 2019
Final
Financial
December 2018
Final
Financial
November 2018
Final
Financial
April 2018
Final
Financial
March 2018
Final
Financial
March 2018
Final
Financial
February 2018
Final
Financial
December 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Benjamin is a financial advisor at Forgrave Financial Strategies LLC, dedicating about a third of his time to financial planning. He also works as an insurance agent and associate pastor at a church, spending minimal time on the latter.

Employment History
Current Registrations
Creative Financial Designs, INC.
November 2021 - Present · 4 yrs 11 mos
Cfd Investments, INC.Broker
October 2021 - Present · 5 yrs
Previous Registrations
LPL Financial LLC
June 2016 - October 2021 · 5 yrs 4 mos
LPL Financial LLCBroker
May 2016 - October 2021 · 5 yrs 5 mos
Alpha Financial Planning, INC.
July 2015 - June 2016 · 11 mos
Stratos Wealth Partners, LTD
June 2012 - October 2015 · 3 yrs 4 mos
LPL Financial LLCBroker
June 2012 - August 2015 · 3 yrs 2 mos
The Huntington Investment CompanyBroker
August 2011 - June 2012 · 10 mos
The Huntington Investment Company
September 2010 - June 2012 · 1 yr 9 mos
Mercer Global Advisors INC.
July 2008 - September 2010 · 2 yrs 2 mos
Mercer Advisors
February 2007 - June 2008 · 1 yr 4 mos
State Registrations11 states
CAFLILINKSKYOHPASCTNWA
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.
More Advisors
More financial advisors in Zanesville, OH →All financial advisors in Ohio →