Timothy E. Wright

CREATIVE FINANCIAL DESIGNS

LONDON, OH 43140

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CRD#: 1305458

Professional summary

Timothy Eugene Wright, who also goes by Tim Wright, is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in London, Ohio and CFD INVESTMENTS, INC. located in London, Ohio.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Timothy has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Wright

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.) INVESTMENT ADVISER/INSURANCE SALES - 60 HOURS 2.) CREATIVE FINANCIAL DESIGNS, INC 2704 S GOYER RD KOKOMO, IN 46902 - IAR 3.) TIM WRIGHT, INC.-OWNER-10 HRS. MONTH 4.) TIM WRIGHT II LLC; NON-INVESTMENT RELATED; 1206 E. CHOCTAW DR, LONDON, OH 43140; OWNER; 7/2025; 20 HRS/MO; 20 HRS/MO; RV TRANSPORT FROM MANUFACTURER TO DEALER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Eugene Wright's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 11, 2008 - Present

CREATIVE FINANCIAL DESIGNS, INC.

Office #1: 1206 E Choctaw Dr, London, OH 43140

RIA

CRD#: 109032

LONDON, OH

Current

July 18, 2008 - Present

CFD INVESTMENTS, INC.

CRD#: 25427

London, OH

Past

June 30, 2008 - September 8, 2008

AMVEST SECURITIES, INCORPORATED

RIA

CRD#: 18380

COLUMBUS, OH

Past

July 29, 2003 - September 8, 2008

AMVEST SECURITIES, INCORPORATED

CRD#: 18380

DUBLIN, OH

Past

May 8, 2000 - December 31, 2002

AMVEST SECURITIES, INCORPORATED

CRD#: 18380

COLUMBUS, OH

Past

January 18, 1988 - February 12, 1999

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

March 27, 1986 - January 30, 1988

FUNDSELECT ADVISERS, INC.

CRD#: 5381

Past

November 13, 1984 - December 18, 1985

PRUCO SECURITIES, LLC.

CRD#: 5685

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

California
(2/3/2016)

District of Columbia
(9/10/2019)

Florida
(7/25/2008)

Indiana
(1/22/2018)

Kansas
(7/22/2020)

Kentucky
(9/19/2018)

Maryland
(3/20/2023)

Michigan
(8/27/2008)

New York
(12/13/2016)

North Carolina
(9/12/2019)

Ohio
(7/18/2008)

IAR

Ohio
(8/11/2008)

Texas
(1/6/2015)

Virginia
(10/2/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/31/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/22/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/29/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/12/1984

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (3/27/2025)

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	Cover Page	Report
01/05/2024	Cover Page	Report
01/10/2023	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Timothy E. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Eugene Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

CFD INVESTMENTS, INC.

AMVEST SECURITIES, INCORPORATED

AMVEST SECURITIES, INCORPORATED

AMVEST SECURITIES, INCORPORATED

CITISTREET EQUITIES LLC

FUNDSELECT ADVISERS, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

CREATIVE FINANCIAL DESIGNS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/31/2006

Series 65

Date: 10/22/2002

SIE

Date: 10/1/2018

Series 7

Date: 9/29/2003

Series 6

Date: 11/12/1984

FINRA

Current Firm

CREATIVE FINANCIAL DESIGNS, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CREATIVE FINANCIAL DESIGNS, INC.

TRUST BUT VERIFY

Contact information

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