BH
Barry G. Hickey
CREATIVE FINANCIAL DESIGNS
Muncie, IN 47304
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CRD#: 1434453
BH
Professional summary
Barry Gene Hickey is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Muncie, Indiana and CFD INVESTMENTS, INC. located in Muncie, Indiana.
Barry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Barry has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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. INDEPENDENT INSURANCE AGENT, 2509 E 26TH ST, MUNCIE, IN 47302, 10 HRS/MONTH 2. CREATIVE FINANCIAL DESIGNS, INC. 2704 S GOYER RD. KOKOMO, IN 46902. INVESTMENT ADVISER REPRESENTATIVE. 3. CROWN MONEY MAP COACH 4. BIBLICAL STEWARDSHIP SERIES INSTRUCTOR 5. EAGLE FLIGHT WEALTH MANAGEMENT DBA; Partnership, OWNER - ALL FINANCIAL SERVICES ACTIVITIES DONE UNDER THIS Partnership.
CRS (Client Relationship Summary) - RIA
Click below to view Barry Gene Hickey'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
December 6, 2007 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 1917 West Royal Drive, Muncie, IN 47304RIA
CRD#: 109032
Muncie, IN
Current
December 4, 2007 - Present
CFD INVESTMENTS, INC.
Office #1: 1917 West Royal Drive, Muncie, IN 47304BD
CRD#: 25427
Muncie, IN
Past
December 4, 2007 - December 4, 2007
CREATIVE FINANCIAL DESIGNS, INC.
RIA
CRD#: 109032
MUNCIE, IN
Past
May 14, 2007 - December 5, 2007
WILBANKS SECURITIES ADVISORY
RIA
CRD#: 118304
MUNCIE, IN
Past
January 4, 2007 - December 5, 2007
WILBANKS SECURITIES, INC.
BD
CRD#: 40673
OKLAHOMA CITY, OK
Past
July 13, 2004 - January 9, 2007
EDWARD JONES
BD
CRD#: 250
MUNCIE, IN
Past
May 7, 2002 - August 25, 2003
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
January 14, 1988 - December 31, 1988
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
Past
January 1, 1986 - July 15, 1987
PFS INVESTMENTS INC.
BD
CRD#: 10111
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
California(6/14/2018)
RR
Florida(3/8/2011)
RR
Illinois(8/21/2012)
RR
Indiana(12/6/2007)
IAR
Indiana(12/6/2007)
RR
Kansas(9/17/2024)
RR
Ohio(11/24/2014)
RR
Tennessee(5/28/2024)
RR
Texas(5/31/2023)
RR
Wisconsin(5/25/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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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
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.
Company Information
CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032Muncie, IN 47304TRUST BUT VERIFY
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