Jill Rene Woods

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Contact Information

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Disclosures on record.

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.

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Years of Experience

34 years registered in the securities industry

Current & Past Employments

Current

CREATIVE FINANCIAL DESIGNS, INC.Current·CRD# 109032

RIA

18430 W 116th St, Olathe, KS 66061

April 1, 2020 - Present

CFD INVESTMENTS, INC.Current·CRD# 25427

BD

Olathe, KS

April 1, 2020 - Present

Past

CAMBRIDGE INVESTMENT RESEARCH, INC.Past·CRD# 39543

BD

Olathe, KS

June 16, 2005 - April 3, 2020

RETIREMENT PLAN ADVISORS, LLCPast·CRD# 122758

RIA

Olathe, KS

June 30, 2005 - April 1, 2020

MML INVESTORS SERVICES, LLCPast·CRD# 10409

BD

Springfield, MA

May 13, 2002 - January 26, 2005

MML INVESTORS SERVICES, LLCPast·CRD# 10409

RIA

Olathe, KS

May 6, 2002 - January 26, 2005

LEGACY FINANCIAL GROUP, INC.Past·CRD# 113885

RIA

Overland Park, KS

August 12, 2002 - January 5, 2005

METROPOLITAN LIFE INSURANCE COMPANYPast·CRD# 4095

BD

New York, NY

December 16, 1998 - November 2, 2001

MSI FINANCIAL SERVICES, INC.Past·CRD# 14251

BD

Springfield, MA

December 16, 1998 - November 2, 2001

METLIFE INVESTORS DISTRIBUTION COMPANYPast·CRD# 6695

BD

Newport Beach, CA

June 7, 1993 - December 23, 1998

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Current Firm

CF

CREATIVE FINANCIAL DESIGNS, INC.

CFD INVESTMENTS, INC. | CREATIVE FINANCIAL DESIGNS, INC.

CRD#: 109032 / SEC#: 801-60153

RIA

Registered Investment Advisory firm - SEC (4/19/2001 Approved)

California

Registered Investment Advisory firm - California (4/20/2001 Terminated)

Florida

Registered Investment Advisory firm - Florida (4/19/2001 Terminated)

Indiana

Registered Investment Advisory firm - Indiana (12/9/2002 Terminated)

Iowa

Registered Investment Advisory firm - Iowa (5/20/2002 Terminated)

Kentucky

Registered Investment Advisory firm - Kentucky (4/19/2001 Terminated)

Maryland

Registered Investment Advisory firm - Maryland (5/20/2002 Terminated)

Michigan

Registered Investment Advisory firm - Michigan (12/11/2001 Terminated)

Missouri

Registered Investment Advisory firm - Missouri (4/19/2001 Terminated)

New Jersey

Registered Investment Advisory firm - New Jersey (4/19/2001 Terminated)

North Carolina

Registered Investment Advisory firm - North Carolina (12/19/2006 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (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).

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

# of Employees

170

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CPM (3/30/2026)

FORM ADV PART 2A BROCHURE (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

15,029

AUM (Assets Under Management)

$2,941,557,605

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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES-Investment related-Olathe, KS-2 hrs/yr 2. Creative Financial Designs

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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 - SEC (4/19/2001 Approved)

California

Registered Investment Advisory firm - California (4/20/2001 Terminated)

Florida

Registered Investment Advisory firm - Florida (4/19/2001 Terminated)

Indiana

Registered Investment Advisory firm - Indiana (12/9/2002 Terminated)

Iowa

Registered Investment Advisory firm - Iowa (5/20/2002 Terminated)

Kentucky

Registered Investment Advisory firm - Kentucky (4/19/2001 Terminated)

Maryland

Registered Investment Advisory firm - Maryland (5/20/2002 Terminated)

Michigan

Registered Investment Advisory firm - Michigan (12/11/2001 Terminated)

Missouri

Registered Investment Advisory firm - Missouri (4/19/2001 Terminated)

New Jersey

Registered Investment Advisory firm - New Jersey (4/19/2001 Terminated)

North Carolina

Registered Investment Advisory firm - North Carolina (12/19/2006 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Georgia
(9/2/2020)

RR

Kansas
(4/1/2020)

IAR

Kansas
(4/1/2020)

RR

Minnesota
(9/2/2020)

RR

Missouri
(4/1/2020)

RR

Pennsylvania
(1/9/2023)

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.