Matthew Bahrenburg
Matthew Bahrenburg is a registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 18 years of industry experience. Matthew 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
2704 S. Goyer Rd., Kokomo, IN, 46901
Get directionsHistory
Regulatory History (2)
Regulatory
August 2020Financial
July 2017Other Business Activities
Matthew owns a tree farm in Amboy, Indiana. This activity is not securities related and compensation is based on profitability.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
State Registrations12 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.