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

Gary James Oie

Creative Financial Designs, Inc.BD affiliatedKokomo, In dual registrantIAPD 5480985

Feed of 09/15/2026

Also filed as Gary James Oie

At current firm

0 y

since Jan 22, 2026

In the industry

18 y

since Mar 27, 2008 (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 Jan 22, 2026 · Kokomo, In
Osaic Wealth, Inc. BD affiliated
Jun 14, 2024 to Jan 20, 2026 · Hibbing, Mn
Securities America Advisors, Inc. former
Jul 20, 2015 to Jun 14, 2024 · Hibbing, Mn
Fintegra, LLC former
Mar 20, 2014 to Jul 27, 2015 · Hibbing, Mn
Pruco Securities, LLC no RAUM
Jan 13, 2014 to Mar 18, 2014 · Hibbing, Mn
Edward Jones national BD
Apr 9, 2008 to Jun 19, 2008 · Hibbing, Mn

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to Creative Financial Designs, Inc.
left Jan 20, 2026, registered Jan 22, 2026 (2 days) · Affiliated broker-dealer or bank to another
Securities America Advisors, Inc. to Osaic Wealth, Inc.
left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
Fintegra, LLC to Securities America Advisors, Inc.
left Jul 27, 2015, registered Jul 20, 2015 (-7 days) · Other · moved with a team
Pruco Securities, LLC to Fintegra, LLC
left Mar 18, 2014, registered Mar 20, 2014 (2 days) · Other
Edward Jones to Pruco Securities, LLC
left Jun 19, 2008, registered Jan 13, 2014 (2034 days) · Other

Signals

Gary James Oie left Osaic Wealth, Inc. for Creative Financial Designs, Inc. (registered 2026-01-22)
Jan 20, 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address