KS
Kurt R. Supe
CREATIVE FINANCIAL DESIGNS
INDIANAPOLIS, IN 46227
Some features on this profile are disabled
CRD#: 4154773
KS
Professional summary
Kurt Richard Supe, who also goes by Kurt R Supe, is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Indianapolis, Indiana and CFD INVESTMENTS, INC. located in Indianapolis, Indiana.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kurt has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kurt R Supe
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. SUPE CULPEPPER, INC-DBA Creative Financial Group-INVESTMENT RELATED-5/18/06-PRES.-PROVIDE INSURANCE and tax PLANNING, financial Services- 40-60HRS/MO TIME SPENT- 20-30HRS DURING SECURITIES TRADING HOURS. Indianapolis, IN 2. CREATIVE FINANCIAL DESIGNS, IAR 3. CKJ PROPERY LLC, MEMBER - Not investment related0 HRS/MONTH-Indianapolis, IN 4. CPA - TAX PLANNING & PREPARATION - 10 HRS/MONTH-Not investment related- Indianapolis, IN 5. ONLINE RETAIL SALES - 2 HRS/MONTH-Not Investments related-Indianapolis, IN 6. Prestige WW, LLC-Rental Property-50% owner-Not investment related-Indianapolis, IN-2hrs/mo 7. Prestige Property and Luxury Goods Acquisitions and Management, INC-Not investment related-Indianapolis, IN-Property Management and retail online sales-Owner-4/15/22-1-2 hrs/mo-0 during trading hours 8. Amazon, investment-related, 6838 S East St, Indianapolis, IN 46227, selling tax book, Owner/Chief Investment Officer, 8/14/2023, 1 hour/month, 1 hour/month, create content for book sales 9. Delaware Horizon Properties, LLC; non investment-related; 6838 S East St, Indianapolis, IN 46227; Own and operate aircraft and manage investment property. These will be aircraft used to assist in finding investment property and managing existing investment property I currently own.; Owner; 1/8/2024; 10 hours/month; 0 hours/month; Manage and acquire investment property. Fly and maintain aircraft.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Richard Supe'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
May 22, 2009 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 6838 South East Street, Indianapolis, IN 46227RIA
CRD#: 109032
INDIANAPOLIS, IN
Current
May 19, 2009 - Present
CFD INVESTMENTS, INC.
Office #1: 6838 South East Street, Indianapolis, IN 46227BD
CRD#: 25427
Indianapolis, IN
Past
May 8, 2006 - May 22, 2009
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
INDIANAPOLIS, IN
Past
March 10, 2004 - May 22, 2009
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
INDIANAPOLIS, IN
Past
March 30, 2000 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
March 30, 2000 - March 19, 2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
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
Alabama(5/29/2018)
RR
Alaska(4/25/2023)
RR
Arizona(1/18/2017)
RR
California(10/27/2009)
RR
Colorado(12/1/2015)
RR
Florida(4/28/2010)
RR
Georgia(4/24/2019)
RR
Illinois(6/22/2021)
IAR
Indiana(5/22/2009)
RR
Indiana(5/26/2009)
RR
Iowa(8/20/2020)
RR
Kansas(11/6/2020)
RR
Kentucky(5/19/2009)
RR
Maryland(12/7/2018)
RR
Michigan(11/3/2015)
RR
Minnesota(7/12/2022)
RR
Missouri(5/7/2020)
RR
Nebraska(8/26/2022)
RR
North Carolina(4/11/2019)
RR
Ohio(5/19/2009)
RR
Pennsylvania(1/6/2023)
RR
South Carolina(5/17/2019)
RR
South Dakota(6/7/2024)
RR
Tennessee(10/4/2018)
RR
Texas(1/5/2023)
RR
Virginia(1/29/2024)
RR
Wisconsin(7/11/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
