CC
Christin N. Clark
CREATIVE FINANCIAL DESIGNS
Kokomo, IN 46902
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CRD#: 4724643
CC
Professional summary
Christin Nicole Clark, who also goes by Christin Nicole Easterhaus, is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Kokomo, Indiana and CFD INVESTMENTS, INC. located in Kokomo, Indiana.
Christin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Christin has worked at 7 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christin Nicole Easterhaus
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.
Neal Clark Farms, LLC., Managing Member, performing check-writing and bill paying for family-owned farm operation. Not investments related.
CRS (Client Relationship Summary) - RIA
Click below to view Christin Nicole Clark'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 3, 2017 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 2704 S Goyer Rd, Kokomo, IN 46902RIA
CRD#: 109032
Kokomo, IN
Current
May 3, 2017 - Present
CFD INVESTMENTS, INC.
Office #1: 2704 S Goyer Rd, Kokomo, IN 46902Office #2: 2704 S Goyer Rd, Kokomo, IN 46902BD
CRD#: 25427
Kokomo, IN
Past
July 15, 2015 - March 24, 2017
OSAIC FA, INC.
RIA
CRD#: 3978
FORT WAYNE, IN
Past
July 15, 2015 - March 24, 2017
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
July 15, 2015 - March 24, 2017
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
September 4, 2014 - July 21, 2015
CREATIVE FINANCIAL DESIGNS, INC.
RIA
CRD#: 109032
KOKOMO, IN
Past
September 4, 2014 - July 21, 2015
CFD INVESTMENTS, INC.
BD
CRD#: 25427
KOKOMO, IN
Past
October 18, 2013 - August 27, 2014
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
March 15, 2011 - August 27, 2014
OSAIC FA, INC.
RIA
CRD#: 3978
FORT WAYNE, IN
Past
March 15, 2011 - August 27, 2014
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
January 27, 2009 - December 31, 2010
NRP ADVISORS, INC.
RIA
CRD#: 141430
FORT WAYNE, IN
Past
January 27, 2009 - December 31, 2010
NRP FINANCIAL, INC.
BD
CRD#: 103717
FORT WAYNE, IN
Past
April 10, 2008 - November 11, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
FORT WAYNE, IN
Past
December 3, 2003 - November 11, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
FORT WAYNE, IN
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(5/3/2017)
IAR
Indiana(5/3/2017)
RR
Massachusetts(6/25/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral 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.
Company Information
CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032Kokomo, IN 46902TRUST BUT VERIFY
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