Suresh Fernando
Suresh Fernando is a registered investment advisor at Creative Financial Designs, INC., based in St Charles, MO, with 8 years of industry experience. Suresh 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
2745 West Clay St, Suite L, St Charles, MO, 63301
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Regulatory History (1)
Financial
September 2020Other Business ActivitiesSells Insurance
Suresh is affiliated with Creative Financial Designs and involved in independent insurance sales. He is also the President of Pathfinder Financial Advocates, LLC, an investment-related business.
Employment History
Current Registrations
Creative Financial Designs, INC.
State Registrations1 state
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.