Benjamin Forgrave
Benjamin Forgrave is a registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 19 years of industry experience. Benjamin 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 (13)
Financial
March 2021Financial
January 2021Financial
November 2020Financial
November 2020Financial
August 2020Financial
April 2019Financial
December 2018Financial
November 2018Financial
April 2018Financial
March 2018Financial
March 2018Financial
February 2018Financial
December 2017Other 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.
Cfd Investments, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Alpha Financial Planning, INC.
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
The Huntington Investment CompanyBroker
The Huntington Investment Company
Mercer Global Advisors INC.
Mercer Advisors
State Registrations9 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.