MG
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Michael Griffin

3 Years of Experience
Terre Haute, IN
Broker

Michael Griffin is a registered investment advisor at Creative Financial Designs, INC., based in Terre Haute, IN, with 3 years of industry experience. Michael 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

1190 E Canvasback Dr, Terre Haute, IN, 47802

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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

Michael is involved with Capital Planning Systems, which is investment related, and Creative Financial Designs. The filing does not provide enough information to determine the nature or time commitment of these activities.

Employment History
Current Registrations
Creative Financial Designs, INC.
March 2024 - Present · 2 yrs 2 mos
Cfd Investments, INC.Broker
July 2022 - Present · 3 yrs 10 mos
State Registrations1 state
IN
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.