J. S. Fortin

CREATIVE FINANCIAL DESIGNS

Cincinnati, OH 45236

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CRD#: 3008070

Professional summary

J. Standish Fortin, who also goes by Joshua Standish Fortin, Standish J Fortin, is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Cincinnati, Ohio and CFD INVESTMENTS, INC. located in Cincinnati, Ohio.

J. is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. J. has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Standish Fortin | Standish J Fortin

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. Fortin Insurance, Inc.-Independent Insurance Sales-Investment related-Sycamore Township, OH 2. Creative Financial Designs 3.Your Wealth Center -DBA-Investment related-Sycamore Township, OH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J. Standish Fortin'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

December 2, 2016 - Present

CREATIVE FINANCIAL DESIGNS, INC.

Office #1: 8044 Montgomery Road Suite 265, Cincinnati, OH 45236

RIA

CRD#: 109032

Cincinnati, OH

Current

December 2, 2016 - Present

CFD INVESTMENTS, INC.

Office #1: 8044 Montgomery Road Suite 700, Cincinnati, OH 45236

CRD#: 25427

Cincinnati, OH

Past

August 1, 2016 - May 4, 2017

FORTIN ADVISORY

RIA

CRD#: 282551

cincinnati, OH

Past

June 13, 2016 - July 15, 2016

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

CINCINNATI, OH

Past

June 6, 2016 - July 15, 2016

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

CINCINNATI, OH

Past

February 8, 2016 - July 1, 2016

FORTIN ADVISORY

RIA

CRD#: 282551

CINCINNATI, OH

Past

August 21, 2006 - November 9, 2015

WHITEHALL FINANCIAL SERVICES, INC.

RIA

CRD#: 141486

CINCINNATI, OH

Past

August 18, 2006 - December 19, 2008

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

CINCINNATI, OH

Past

September 21, 2004 - September 20, 2006

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CINCINNATI, OH

Past

September 17, 2004 - September 20, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CINCINNATI, OH

Past

December 16, 2002 - September 16, 2004

QUICK & REILLY, INC.

RIA

CRD#: 11217

CINCINNATI, OH

Past

November 27, 2001 - September 16, 2004

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

October 14, 1999 - April 23, 2001

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 24, 1998 - June 3, 1999

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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

Arizona
(3/8/2021)

Florida
(1/10/2017)

Georgia
(3/8/2017)

Indiana
(3/8/2017)

Kentucky
(5/2/2017)

Michigan
(2/4/2019)

IAR

Ohio
(12/2/2016)

Ohio
(12/5/2016)

Virginia
(3/8/2017)

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: 3/7/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/22/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/13/2016

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 8/21/1998

General Securities 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.

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J. S. Fortin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J. Standish Fortin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CFD INVESTMENTS, INC.

FORTIN ADVISORY

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

FORTIN ADVISORY

WHITEHALL FINANCIAL SERVICES, INC.

MM ASCEND LIFE INVESTOR SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

QUICK & REILLY, INC.

QUICK & REILLY, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CREATIVE FINANCIAL DESIGNS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/7/2017

Series 65

Date: 12/22/1999

SIE

Date: 10/1/2018

Series 6

Date: 6/13/2016

Series 7

Date: 8/21/1998

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

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