GL
CFP
GL
CFP

Gavin Lovvorn

5 Years of Experience
Ft. Wayne, IN
Broker

Gavin Lovvorn is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Ft. Wayne, IN, with 5 years of industry experience. Gavin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
155 advisors
Number of Clients
9,767 clients
Average Client Portfolio
$254K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K

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.

Loading...

Location

3484 Stellhorn Dr, Ft. Wayne, IN, 46815

Get directions

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.

Learn about disclosures →
Other Business Activities

Gavin works full-time as a registered sales assistant at Beachy Wealth Management. He also spends about half his time as a sole proprietor providing tax preparation and planning services through Lovvorn Consulting, LLC.

Employment History
Current Registrations
Creative Financial Designs, INC.
March 2021 - Present · 5 yrs 4 mos
Cfd Investments, INC.Broker
November 2020 - Present · 5 yrs 8 mos
State Registrations1 state
IN
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.
Gavin Lovvorn - Financial Advisor | TrueAdvisor