JV
Joseph Verissimo
CREATIVE FINANCIAL DESIGNS
Boise, ID 83705
Some features on this profile are disabled
CRD#: 5514835
JV
Professional summary
Joseph Verissimo, who also goes by Joseph H Verissimo, Joseph Henry Verissimo, is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Boise, Idaho and CFD INVESTMENTS, INC. located in Boise, Idaho.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Joseph has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph H Verissimo | Joseph Henry Verissimo
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) Insurance Sales; Investments Related; 3597 E Monarch Sky Ln, Suite 330, Meridian, ID 83646; Boise, Owner; 11/21/2022; 10hrs./month; 10hrs./during trading hours; Insurance sales 2) Christian Wealth Management-Investment Related-Business; 5440 W Franklin Rd, Suite 202, Boise, ID, 83705; Senior Financial Planner; 4/1/2023; 100 hours per month; 7 hours during securities trading hours; Investment advice and financial planning 3.) CWM Idaho, LLC; Investment related; 5440 W Franklin Rd, Suite 202, Boise, ID, 83705; Administrative Services to Advisors Business; Member; Operating Manager; 1/1/2024; 5 hours per month, 0 hours during securities trading hours; General Business Management 4.) Ethos Academy; Not Investment Related; 1846 N Dawn Pl, Boise, ID 83713; Teacher; 9/1/2024; 8 hours/month; 1 hour/month; I will be teaching a Dave Ramsey Financial peace class at a local hybrid school. 5.) CWM Group LLC dba Christian Wealth Management; Not Investment related; 5440 W Franklin Rd, Suite 202, Boise, ID, 83705; Coaching Advisers; Member/ Operating Manager; 11/26/2024; 5 hrs./Mo.; 0hrs./mo.; Provide Non-Investment Related Financial Coaching such as budgeting
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Verissimo'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
November 23, 2022 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 5440 W Franklin Road Suite 202, Boise, ID 83705RIA
CRD#: 109032
Boise, ID
Current
November 23, 2022 - Present
CFD INVESTMENTS, INC.
Office #1: 5440 W Franklin Rd 202, Boise, ID 83705BD
CRD#: 25427
Boise, ID
Past
July 24, 2020 - November 16, 2022
FORESIDE FINANCIAL SERVICES, LLC
BD
CRD#: 148477
Meridian, ID
Past
June 12, 2018 - July 13, 2020
NORTHERN LIGHTS DISTRIBUTORS, LLC
BD
CRD#: 126159
ELKHORN, NE
Past
August 5, 2015 - March 29, 2023
INSPIRE INVESTING, LLC
RIA
CRD#: 171988
MERIDIAN, ID
Past
July 24, 2015 - December 31, 2016
CREATIVE FINANCIAL DESIGNS, INC.
RIA
CRD#: 109032
HOLLISTER, CA
Past
July 24, 2015 - December 31, 2016
CFD INVESTMENTS, INC.
BD
CRD#: 25427
Hollister, CA
Past
February 15, 2012 - July 24, 2015
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
HOLLISTER, CA
Past
February 14, 2012 - July 24, 2015
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
HOLLISTER, CA
Past
May 25, 2010 - February 10, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
HOLLISTER, CA
Past
May 21, 2010 - February 10, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
HOLLISTER, CA
Past
June 11, 2008 - April 23, 2010
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
SALINAS, CA
Past
May 30, 2008 - April 23, 2010
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SALINAS, CA
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(11/4/2025)
RR
California(5/4/2023)
RR
Florida(4/21/2025)
RR
Idaho(11/23/2022)
IAR
Idaho(11/23/2022)
RR
Iowa(8/15/2025)
RR
Oregon(8/29/2023)
RR
Utah(5/1/2025)
RR
Wyoming(4/3/2025)
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
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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.
