LW
Larry L. Weichel
CREATIVE FINANCIAL DESIGNS
Okemos, MI 48864
Some features on this profile are disabled
CRD#: 4828183
LW
Professional summary
Larry Loren Weichel, who also goes by Larry Leon Weichel, is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Okemos, Michigan and CFD INVESTMENTS, INC. located in Flint, Michigan.
Larry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Larry has worked at 7 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Larry Leon Weichel
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.Independent Insurance sales; Investment related; East Lansing, MI; 9/2024; 20 hrs/mo; 20 hrs/mo during securities trading hours 2. LW River Partners, LLC; Non investment related; East Lansing, MI; woodworking; partner; 4hr/mo; 0 hours during securities trading hours 3. MAC Advisors; investment-related; 5405 Gateway Centre Dr. Ste A, Flint, MI 48507; Financial planning and investment management; Financial Adviser; 10/29/2024; 20 hours per month, 20 hours during securities hours 4. Bridge Wealth Management; investment-related; 2140 University Dr. Ste 250, Okemos, MI 48864; Holistic financial planning and investment management; Financial Adviser; 10/29/2024; 20 hours per month, 20 hours during securities trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Larry Loren Weichel'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
September 25, 2024 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 2140 University Park Dr. Suite 250, Okemos, MI 48864Office #2: 5405 Gateway Centre Suite A, Flint, MI 48507RIA
CRD#: 109032
Okemos, MI
Current
October 29, 2024 - Present
CFD INVESTMENTS, INC.
Office #1: 5405 Gateway Centre Suite A, Flint, MI 48507Office #2: 2140 University Park Dr Suite 250, Okemos, MI 48864BD
CRD#: 25427
Flint, MI
Past
September 13, 2019 - December 18, 2020
CREATIVE FINANCIAL DESIGNS, INC.
RIA
CRD#: 109032
Okemos, MI
Past
September 13, 2019 - December 18, 2020
CFD INVESTMENTS, INC.
BD
CRD#: 25427
Okemos, MI
Past
December 10, 2014 - September 11, 2019
REGULUS FINANCIAL GROUP, LLC
BD
CRD#: 150631
Grand Ledge, MI
Past
May 10, 2011 - December 5, 2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
GRAND LEDGE, MI
Past
August 10, 2007 - May 17, 2011
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SAGINAW, MI
Past
April 16, 2007 - August 21, 2007
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
GRAND BLANC, MI
Past
August 18, 2004 - April 9, 2007
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
FLUSHING, MI
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
Arizona(11/21/2024)
RR
California(10/30/2024)
RR
Colorado(1/13/2025)
RR
Florida(10/29/2024)
RR
Georgia(8/26/2025)
RR
Illinois(1/13/2025)
RR
Indiana(1/13/2025)
RR
Iowa(10/31/2024)
RR
Kentucky(8/25/2025)
IAR
Michigan(9/25/2024)
RR
Michigan(1/13/2025)
RR
Minnesota(10/29/2024)
RR
Missouri(10/29/2024)
RR
New Mexico(5/13/2025)
RR
North Carolina(1/14/2025)
RR
Ohio(10/29/2024)
RR
South Dakota(1/14/2025)
RR
Texas(10/30/2024)
RR
Utah(10/30/2024)
RR
Virginia(1/13/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/19/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product 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.
