DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robert Kennedy Kretz

Creative Financial Designs, Inc.BD affiliatedKokomo, In dual registrantIAPD 3141451

Certified Financial Planner

Feed of 09/15/2026

Also filed as Bob Kennedy Kretz

At current firm

0 y

since Jul 2, 2026

In the industry

26 y

since Jun 28, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Creative Financial Designs, Inc. BD affiliated current
since Jul 2, 2026 · Kokomo, In
Pnc Wealth Management BD affiliated
Nov 13, 2009 to Jul 7, 2026 · Rensselaer, In
Natcity Investments, Inc. unclassified
Sep 20, 2000 to Nov 13, 2009 · Logansport, In

Moves

a registration end followed by a registration begin elsewhere

Pnc Wealth Management to Creative Financial Designs, Inc.
left Jul 7, 2026, registered Jul 2, 2026 (-5 days) · Affiliated broker-dealer or bank to another · moved with a team
Natcity Investments, Inc. to Pnc Wealth Management
left Nov 13, 2009, registered Nov 13, 2009 (0 days) · corporate re-registration, not a move

Signals

Robert Kennedy Kretz left Pnc Wealth Management for Creative Financial Designs, Inc. (registered 2026-07-02)
Jul 7, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address