RS
Renee C. Stewart
CREATIVE FINANCIAL DESIGNS
BRAZIL, IN 47834
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CRD#: 4043936
RS
Professional summary
Renee Cheryl Stewart, who also goes by Renee Cheryl Lemont, is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Brazil, Indiana and CFD INVESTMENTS, INC. located in Brazil, Indiana.
Renee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Renee has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Renee Cheryl Lemont
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.
MILLER & STEWART, LLC - ACCOUNTING SERVICES-Not Investment Related-Brazil, IN-160hrs/mo MILLER & STEWART ADVISORY SERVICES, INC. - FINANCIAL SERVICES-Investment related-Brazil, IN-3 hrs/mo 50% pwmer CREATIVE FINANCIAL DESIGNS, INC - IAR Presidential Investments, LLC-Commercial Office Rental-50% owner of commercial real estate- Not investment related-Brazil, IN-1hr/mo Presidential Investments, LLC-Residential Rental Property-100% owner of residential property-Not investment related-Brazil, IN 2hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Renee Cheryl Stewart'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 3, 2010 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 354 E National Avenue, Brazil, IN 47834RIA
CRD#: 109032
BRAZIL, IN
Current
December 3, 2010 - Present
CFD INVESTMENTS, INC.
Office #1: 354 E National Avenue, Brazil, IN 47834BD
CRD#: 25427
Brazil, IN
Past
March 21, 2007 - December 31, 2010
CSSC BROKERAGE SERVICES, INC.
BD
CRD#: 141630
BRAZIL, IN
Past
August 31, 2001 - March 21, 2007
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BRAZIL, IN
Past
April 25, 2000 - December 31, 2010
TRUSTEE EMPOWERMENT & PROTECTION, INC.
RIA
CRD#: 108249
BRAZIL, IN
Past
November 9, 1999 - August 31, 2001
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, 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.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
Indiana(12/3/2010)
IAR
Indiana(12/3/2010)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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#: 109032Brazil, IN 47834TRUST BUT VERIFY
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