GO
Gary J. Oie
CREATIVE FINANCIAL DESIGNS
Hibbing, MN 55746
Some features on this profile are disabled
CRD#: 5480985
GO
Professional summary
Gary James Oie, who also goes by Gary J Oie, is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Hibbing, Minnesota and CFD INVESTMENTS, INC. located in Hibbing, Minnesota.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Gary has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gary J Oie
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Gary James Oie'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
January 22, 2026 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 701 East Howard Street, Hibbing, MN 55746RIA
CRD#: 109032
Hibbing, MN
Current
January 16, 2026 - Present
CFD INVESTMENTS, INC.
Office #1: 701 East Howard Street, Hibbing, MN 55746BD
CRD#: 25427
Hibbing, MN
Past
January 16, 2026 - January 20, 2026
CREATIVE FINANCIAL DESIGNS, INC.
RIA
CRD#: 109032
KOKOMO, IN
Past
June 14, 2024 - January 20, 2026
OSAIC WEALTH, INC.
RIA
CRD#: 23131
HIBBING, MN
Past
June 14, 2024 - January 20, 2026
OSAIC WEALTH, INC.
BD
CRD#: 23131
HIBBING, MN
Past
July 20, 2015 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
HIBBING, MN
Past
July 20, 2015 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
HIBBING, MN
Past
March 20, 2014 - July 27, 2015
FINTEGRA, LLC
RIA
CRD#: 16741
HIBBING, MN
Past
March 20, 2014 - July 27, 2015
FINTEGRA, LLC
BD
CRD#: 16741
HIBBING, MN
Past
January 13, 2014 - March 18, 2014
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
HIBBING, MN
Past
August 22, 2008 - March 18, 2014
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
HIBBING, MN
Past
April 9, 2008 - June 19, 2008
EDWARD JONES
RIA
CRD#: 250
HIBBING, MN
Past
March 17, 2008 - June 19, 2008
EDWARD JONES
BD
CRD#: 250
HIBBING, MN
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(1/16/2026)
RR
Colorado(1/16/2026)
RR
Florida(1/16/2026)
RR
Iowa(1/20/2026)
RR
Minnesota(1/20/2026)
IAR
Minnesota(1/22/2026)
RR
Nebraska(1/16/2026)
RR
Wisconsin(1/16/2026)
Exams
State Security Law Exam
General 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
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#: 109032Hibbing, MN 55746TRUST BUT VERIFY
Monitor Gary Oie
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
