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Christin Clark

21 Years of Experience
Kokomo, IN
Broker

Christin Clark is a registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 21 years of industry experience. Christin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
155 advisors
Number of Clients
9,767 clients
Average Client Portfolio
$254K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K

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.

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Location

2704 S Goyer Rd, Kokomo, IN, 46902

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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 Activities

Christin is a managing member of Neal Clark Farms, LLC, performing check-writing and bill paying for a family-owned farm operation. This activity is not investment-related.

Employment History
Current Registrations
Cfd Investments, INC.Broker
May 2017 - Present · 9 yrs
Creative Financial Designs, INC.
May 2017 - Present · 9 yrs
Previous Registrations
Lincoln Financial Advisors CorporationBroker
July 2015 - March 2017 · 1 yr 8 mos
Lincoln Financial Advisors Corporation
July 2015 - March 2017 · 1 yr 8 mos
Lincoln Financial Securities CorporationBroker
July 2015 - March 2017 · 1 yr 8 mos
Cfd Investments, INC.Broker
September 2014 - July 2015 · 10 mos
Creative Financial Designs, INC.
September 2014 - July 2015 · 10 mos
Lincoln Financial Securities CorporationBroker
October 2013 - August 2014 · 10 mos
Lincoln Financial Advisors Corporation
March 2011 - August 2014 · 3 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
March 2011 - August 2014 · 3 yrs 5 mos
Nrp Advisors, INC.
January 2009 - December 2010 · 1 yr 11 mos
Nrp Financial, INC.Broker
January 2009 - December 2010 · 1 yr 11 mos
Thrivent Investment Management INC.
April 2008 - November 2008 · 7 mos
Thrivent Investment Management INC.Broker
December 2003 - November 2008 · 4 yrs 11 mos
State Registrations2 states
INMA
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.