IO
CFP
IO
CFP

Isaac Ortiz

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,404 clients
Average Client Portfolio
$190K average
Assets Under Management
$267.4M

Fee Structure

Minimum Investment:None
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Location

2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Isaac practices risk management strategies through Creative Financial Strategies LLC (CFS), a licensed agency, and is licensed with many insurance companies to implement insurance solutions, including various life insurance and annuity products. He also has an investment advisory business through CFS and SCF Investment Advisors, Inc., and engages in fee-based financial planning.

Employment History
Current Registrations
Dai Securities, LLCBroker
December 2022 - Present · 3 yrs 2 mos
Dai Wealth, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Scf Investment Advisors, INC.
December 2016 - December 2022 · 6 yrs
Scf Securities, INC.Broker
December 2016 - December 2022 · 6 yrs
Fsc Securities Corporation
January 2012 - December 2016 · 4 yrs 11 mos
Fsc Securities CorporationBroker
December 2011 - December 2016 · 5 yrs
New England Securities Corporation
March 2006 - December 2011 · 5 yrs 9 mos
New England SecuritiesBroker
March 2003 - December 2011 · 8 yrs 9 mos
State Registrations7 states
AZCOFLMONMOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.