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Paul Betenbaugh

Creative Financial Designs, INC.
19 Years of Experience
Orland, CA
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Paul Betenbaugh is a registered investment advisor at Creative Financial Designs, INC., based in Orland, CA, with 19 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 10,566 clients with $2.9B in assets under management.

Creative Financial Designs, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
162 advisors
Number of Clients
10,566 clients
Average Client Portfolio
$278K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$7K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally start at 0.50% and range up to a maximum of 2.00% annually depending on the platform and strategy selected. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1165 Hoff Way, ste 202, Orland, CA, 95963

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
September 2021
Regulatory
November 2018
Final
Regulatory
January 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Paul works as an insurance agent, selling insurance products since 2007. This activity requires minimal time.

Employment History
Current Registrations
Creative Financial Designs, INC.
May 2018 - Present · 8 yrs 5 mos
Cfd Investments, INC.Broker
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Securities America Advisors, INC.
March 2016 - September 2017 · 1 yr 6 mos
Securities America, INC.Broker
March 2016 - September 2017 · 1 yr 6 mos
Edward Jones
November 2006 - February 2016 · 9 yrs 3 mos
Edward JonesBroker
November 2006 - February 2016 · 9 yrs 3 mos
State Registrations8 states
AZCAFLIDORSDTXVA
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.
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