David Calvin Lolley

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#

View profile

Daniel Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

Zachary Holly

OSAIC WEALTH, INC.

PHOENIX, AZ · CRD#

View profile

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#

View profile

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#

View profile

Daniel Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

Zachary Holly

OSAIC WEALTH, INC.

PHOENIX, AZ · CRD#

View profile

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#

View profile

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.

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#

View profile

Daniel Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

Zachary Holly

OSAIC WEALTH, INC.

PHOENIX, AZ · CRD#

View profile

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#

View profile

Years of Experience

24 years registered in the securities industry

Current & Past Employments

Current

CREATIVE FINANCIAL DESIGNS, INC.Current·CRD# 109032

RIA

107 S Broad St Suite 2, Adrian, MI 49221

May 5, 2023 - Present

CFD INVESTMENTS, INC.Current·CRD# 25427

BD

107 S Broad St Suite 2, Adrian, MI 49221

May 5, 2023 - Present

Past

OSAIC FS, INC.Past·CRD# 3870

RIA

Adrian, MI

July 23, 2010 - May 10, 2023

OSAIC FS, INC.Past·CRD# 3870

BD

Adrian, MI

December 10, 2002 - May 10, 2023

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#

View profile

Daniel Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

Zachary Holly

OSAIC WEALTH, INC.

PHOENIX, AZ · CRD#

View profile

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#

View profile

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

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#

View profile

Daniel Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

Zachary Holly

OSAIC WEALTH, INC.

PHOENIX, AZ · CRD#

View profile

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#

View profile

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) LOLLEY WEALTH MANAGEMENT DBA LOLLEY FINANCIAL (Securities Business) DBA LOLLEY AGENCY (Insurance Sales) 107 S BROAD ST SUITE 2 ADRIAN, MI 49221 Management of marketing and operations in support of the sale of insurance and investments INVESTMENT-RELATED: YES TITLE: PRESIDENT/AGENT START DATE: 10/2012 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS:40 2) NAME AND ADDRESS: DAVID LOLLEY 107 S BROAD ST SUITE 2 ADRIAN, MI 49221 CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWN, MANAGE, AND MAINTAIN RENTAL PROPERTIES START DATE: 8/2016 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 3. Creative Financial Designs

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#

View profile

Daniel Hoefer

EDWARD JONES

IRMO, SC · CRD#

View profile

Zachary Holly

OSAIC WEALTH, INC.

PHOENIX, AZ · CRD#

View profile

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#

View profile

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

Arizona
(5/5/2023)

RR

Florida
(5/5/2023)

RR

Michigan
(5/5/2023)

IAR

Michigan
(5/5/2023)

RR

North Carolina
(5/5/2023)

RR

Ohio
(5/5/2023)

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.