Kyle Marburger
Kyle Marburger is a ChFC-designated registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 18 years of industry experience. Kyle 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
Kokomo, IN
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2016Customer Dispute
November 2016Other Business ActivitiesSells Insurance
Kyle is associated with Creative Financial Designs and Marburger Wealth Management LLC as an owner. He also engages in independent insurance sales, dedicating minimal time to this activity.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Horace Mann Investors INC
Horace Mann Investors INCBroker
Farmers Financial Solutions, LLCBroker
State Registrations3 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.