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CFP
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CFP

Jeremy Kelley

Creative Financial Solutions, LLC
18 Years of Experience
Washington Court House, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeremy Kelley is a CFP-designated registered investment advisor at Creative Financial Solutions, LLC, based in Washington Court House, OH, with 18 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.

Creative Financial Solutions, LLC
Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management

Investment management services are provided through Cambridge Investment Research Advisors. The firm does not manage investments directly under Creative Financial Solutions, but clients can access fee-based or commission-based investment accounts through the Cambridge relationship.

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Location

310 E. Court St., Washington Court House, OH, 43160

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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 ActivitiesSells Insurance

Jeremy is an advisory representative of two RIAs, Creative Financial Solutions LLC and CIRA, and an independent insurance agent for Kelley Financial LLC. He also serves as a trustee for Steven and Rochelle Rawlins, dedicating minimal time to these roles.

Employment History
Current Registrations
Creative Financial Solutions, LLC
November 2018 - Present · 7 yrs 11 mos
Cambridge Investment Research, INC.Broker
November 2018 - Present · 7 yrs 11 mos
Cambridge Investment Research Advisors, INC.
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Huntington Financial Advisors
January 2013 - November 2018 · 5 yrs 10 mos
The Huntington Investment CompanyBroker
January 2013 - November 2018 · 5 yrs 10 mos
Edward Jones
October 2010 - January 2013 · 2 yrs 3 mos
Edward JonesBroker
September 2010 - January 2013 · 2 yrs 4 mos
The Huntington Investment CompanyBroker
July 2008 - August 2010 · 2 yrs 1 mo
State Registrations2 states
FLOH
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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