JN
Jimm S. Nidlinger
CREATIVE FINANCIAL DESIGNS
Terre Haute, IN 47802
Some features on this profile are disabled
CRD#: 1023573
JN
Professional summary
Jimm Scott Nidlinger is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Terre Haute, Indiana and CFD INVESTMENTS, INC. located in Terre Haute, Indiana.
Jimm is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Jimm has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Creative Financial Designs 2. MGN COMPANIES. TERRE HAUTE IN. INV-REL. FIXED INS & DBA, PROPRIETOR. 10/1980-PRESENT. VARIES 80 HRS/MO. SALES, SERVICE CONSULTING, INS.... 3. Apartment Rentals, Southern Indiana Investments, Three, LLC . Terre Haute, IN 47802, Managing Partner, Overseeing the Business, 8 hrs per mo, 8 trading hrs.......... 4. Independent Insurance Sales
CRS (Client Relationship Summary) - RIA
Click below to view Jimm Scott Nidlinger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 19, 2018 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 2190 Stone Creek Lane, Terre Haute, IN 47802RIA
CRD#: 109032
Terre Haute, IN
Current
January 19, 2018 - Present
CFD INVESTMENTS, INC.
Office #1: 2190 Stonecreek Lane, Terre Haute, IN 47802BD
CRD#: 25427
Terre Haute, IN
Past
May 13, 2016 - December 31, 2017
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
TERRE HAUTE, IN
Past
May 13, 2016 - December 31, 2017
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
TERRE HAUTE, IN
Past
June 13, 2002 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
TERRE HAUTE, IN
Past
May 17, 2002 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
TERRE HAUTE, IN
Past
March 5, 1998 - May 6, 2002
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
May 14, 1991 - October 17, 1995
KEOGLER, MORGAN & COMPANY, INC.
BD
CRD#: 16546
ATLANTA, GA
Past
January 25, 1982 - December 10, 1982
SANCTUARY SECURITIES, INC.
BD
CRD#: 205
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CREATIVE FINANCIAL DESIGNS, INC.
CFD INVESTMENTS, INC. | CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032 / SEC#: 801-60153
RIA
Registered Investment Advisory firm - (4/19/2001 Approved)California
Registered Investment Advisory firm - (4/20/2001 Terminated)Florida
Registered Investment Advisory firm - (4/19/2001 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Iowa
Registered Investment Advisory firm - (5/20/2002 Terminated)Kentucky
Registered Investment Advisory firm - (4/19/2001 Terminated)Maryland
Registered Investment Advisory firm - (5/20/2002 Terminated)Michigan
Registered Investment Advisory firm - (12/11/2001 Terminated)Missouri
Registered Investment Advisory firm - (4/19/2001 Terminated)New Jersey
Registered Investment Advisory firm - (4/19/2001 Terminated)North Carolina
Registered Investment Advisory firm - (12/19/2006 Terminated)Ohio
Registered Investment Advisory firm - (4/19/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(1/5/2022)
RR
Indiana(1/19/2018)
IAR
Indiana(1/19/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CREATIVE FINANCIAL DESIGNS, INC.
CFD INVESTMENTS, INC. | CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032 / SEC#: 801-60153
RIA
Registered Investment Advisory firm - (4/19/2001 Approved)California
Registered Investment Advisory firm - (4/20/2001 Terminated)Florida
Registered Investment Advisory firm - (4/19/2001 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Iowa
Registered Investment Advisory firm - (5/20/2002 Terminated)Kentucky
Registered Investment Advisory firm - (4/19/2001 Terminated)Maryland
Registered Investment Advisory firm - (5/20/2002 Terminated)Michigan
Registered Investment Advisory firm - (12/11/2001 Terminated)Missouri
Registered Investment Advisory firm - (4/19/2001 Terminated)New Jersey
Registered Investment Advisory firm - (4/19/2001 Terminated)North Carolina
Registered Investment Advisory firm - (12/19/2006 Terminated)Ohio
Registered Investment Advisory firm - (4/19/2001 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2704 S Goyer Rd, Kokomo, IN 46902
Mailing Address
P.o. Box # 2244, Kokomo, IN 46904-2244
Phone number
(765) 453-9600
Established
Firm type
Fiscal year end
# of Employees
150
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,029 |
| AUM (Assets Under Management) | $ 2,478,773,967 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 01/05/2024 | ||
| 01/10/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
