DFX Intelligence
Advisors
Advisors registered through Creative Financial Designs, Inc.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
162 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Randy Joe Umbaugh dual registrant | Creative Financial Designs, Inc. BD affiliated | Warsaw, In | Apr 14, 2004 | 31 y | 2 | 1 |
| Joseph Verissimo dual registrant | Creative Financial Designs, Inc. BD affiliated | Kokomo, In | Nov 23, 2022 | 18 y | 5 | 1 |
| Dawn Leclaire Walker dual registrant | Creative Financial Designs, Inc. BD affiliated | Stillwater, Mn | Oct 25, 2017 | 26 y | 2 | 1 |
| L•••• L•••• W•••••• Chartered Financial Consultant · dual registrant | C••••••• F•••••••• D••••••• I••• BD affiliated | Kokomo, In | Sep 25, 2024 | 22 y | 1 | 1 |
| S•••••• T••••• W••••• dual registrant | C••••••• F•••••••• D••••••• I••• BD affiliated | Kokomo, In | Aug 4, 2014 | 38 y | 1 | 1 |
| B•••• A•••• W•••••• Chartered Financial Consultant · dual registrant | C••••••• F•••••••• D••••••• I••• BD affiliated | Cedar Rapids, Ia | Jun 24, 2013 | 50 y | 0 | 1 |
| C•••••• M••••• W•••• dual registrant | C••••••• F•••••••• D••••••• I••• BD affiliated | Lebanon, Ky | Jan 15, 2009 | 27 y | 0 | 1 |
| S•••••• A••••••• W••••••• dual registrant | C••••••• F•••••••• D••••••• I••• BD affiliated | Kokomo, In | Aug 5, 2026 | 14 y | 0 | 1 |
| R••• M•••••• W••••••• dual registrant | C••••••• F•••••••• D••••••• I••• BD affiliated | Kokomo, In | Apr 8, 2016 | 21 y | 0 | 1 |
| J••• R••• W•••• dual registrant | C••••••• F•••••••• D••••••• I••• BD affiliated | Kokomo, In | Apr 1, 2020 | 34 y | 3 | 1 |
| T•••••• E••••• W••••• dual registrant | C••••••• F•••••••• D••••••• I••• BD affiliated | Kokomo, In | Aug 11, 2008 | 23 y | 1 | 1 |
| D•••••• W•••••• | C••••••• F•••••••• D••••••• I••• BD affiliated | Greenwood, In | Jul 31, 2020 | 16 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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