Mark Schick is a registered investment advisor at Creative Financial Designs, INC., based in Meridian, ID. Mark 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
3597 E Monarch Sky Ln, Ste 240, Meridian, ID, 83646
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a member/operating manager of CWM Group LLC (financial coaching) and CWM Idaho LLC (administrative services), dedicating minimal time to each. He also works as an Investment Advisor Representative for Christian Wealth Management, spending nearly full-time hours on financial advisory and planning services.
Employment History
Current Registrations
Creative Financial Designs, INC.
State Registrations1 state
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