Robert Britton
Robert Britton is a registered investment advisor at Creative Financial Designs, INC., based in Frankenmuth, MI, with 23 years of industry experience. Robert 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
7385 E Ronrick Pl, Frankenmuth, MI, 48734
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2011Customer Dispute
July 2010Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Robert is the owner of Robert H Britton & Associates, LLC, doing business as Integrity Financial Planning, where he provides financial planning services including the sale of securities and fixed insurance products. This takes nearly full-time, mostly during trading hours.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
G. A. Repple & Company
G. A. Repple & CompanyBroker
Oppenheimer & CO. INC.Broker
Thrivent Investment Management INC.Broker
State Registrations5 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.