Daniel Ballister
Daniel Ballister is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Succassunna, NJ, with 18 years of industry experience. Daniel 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
165 Rt 10, Succassunna, NJ, 07876
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2022Other Business ActivitiesSells Insurance
Daniel is an insurance agent since 2010, selling disability insurance, life/accident/health insurance, long-term care, property and casualty insurance, fixed annuities, dental, and group disability life/accident/health insurance. He spends a few hours per week on this activity, with slightly more time spent during SEC trading hours.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
State Registrations16 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.