Daniel L. Hoelscher
CREATIVE FINANCIAL DESIGNS
Vandalia, OH 45377
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CRD#: 2857173
Professional summary
Daniel Lee Hoelscher, CFP® is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Vandalia, Ohio and SENIORMARK, LLC located in Sidney, Ohio.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Daniel has worked at 6 firms and has passed the Series 66, Series 6 and Series 26 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. Seniormark LLC-Insurance Agency INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; SPENDS 50% OF HIS TIME ON THIS ACTIVITY. 2. Caliya, LLC- Not investment related; 549 Elizabeth Ct, Fort Loramie OH, 45845; Real Estate holding firm. Owns our two office locations, Sidney and Vandalia; Owner; 12/1/2012; 1 hour per month/0 hours during securities trading hours 3. LoveTruthFully, Inc.; Not Investment related; 549 Elizabeth Ct, Fort Loramie, OH 45845; Non-Profit Teaching Christians; President; 10/01/2024; 15 HRS/month, 0 HRS/month, Teacher/Training
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Lee Hoelscher'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®
CFP®
Start date: 2009
Experience
Current
July 26, 2019 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 59b N Dixie, Dr., Vandalia, OH 45377Office #2: 2551 Michigan Street, Sidney, OH 45365RIA
CRD#: 109032
Vandalia, OH
Current
April 13, 2021 - Present
SENIORMARK, LLC
Office #1: 2551 Michigan St., Sidney, OH 45365RIA
CRD#: 152216
Sidney, OH
Past
January 4, 2010 - September 24, 2020
SENIORMARK, LLC
RIA
CRD#: 152216
SIDNEY, OH
Past
June 11, 2004 - December 2, 2009
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
SIDNEY, OH
Past
March 24, 2004 - May 25, 2004
BANC ONE SECURITIES CORPORATION
RIA
CRD#: 16999
SIDNEY, OH
Past
March 24, 2004 - May 25, 2004
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Past
April 12, 2002 - April 1, 2004
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
Past
March 31, 1997 - April 12, 2002
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
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.Highlighted states indicate IAR registrations
IAR
Ohio(7/26/2019)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032Vandalia, OH 45377TRUST BUT VERIFY
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