SS
Saeed A. Sulaiman
CREATIVE FINANCIAL DESIGNS
Rapid City, SD 57701
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CRD#: 6030295
SS
Professional summary
Saeed Abdulla Sulaiman is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Rapid City, South Dakota and CFD INVESTMENTS, INC. located in Rapid City, South Dakota.
Saeed is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Saeed has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
SAEED SULAIMAN RENTAL PROPERTY. POSITION: Owner. NATURE: I will be living in one half of duplex and renting out the other half. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 1301 W OMAHA STREET STE 202, Rapid City SD 57701, United States DESCRIPTION: Collecting rent checks. Calling services if needed for the property. SHIELD FINANCIAL POSITION: Financial Services/INSURANCE AGENT. NATURE: INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/05/2017 ADDRESS: RAPID CITY SD 57701, United States DESCRIPTION: Investments-Insurance-Planning Creative Financial Designs Lively HSA-Investment related-Rapid City SD-refer HSA account for a fee-Affiliate-5/24/22-Half hr/mo-0 hrs during trading- referring clients to set up HSA accounts
CRS (Client Relationship Summary) - RIA
Click below to view Saeed Abdulla Sulaiman'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 28, 2019 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 550 N. 5th St. Ste. 319, Rapid City, SD 57701RIA
CRD#: 109032
Rapid City, SD
Current
January 23, 2019 - Present
CFD INVESTMENTS, INC.
Office #1: 550 N 5th St. Ste. 319, Rapid City, SD 57701BD
CRD#: 25427
Rapid City, SD
Past
July 14, 2017 - January 24, 2019
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
RAPID CITY, SD
Past
July 5, 2017 - January 24, 2019
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
RAPID CITY, SD
Past
June 13, 2014 - July 13, 2017
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
RAPID CITY, SD
Past
June 13, 2014 - July 13, 2017
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
RAPID CITY, SD
Past
October 15, 2012 - May 7, 2014
WADDELL & REED
RIA
CRD#: 866
RAPID CITY, SD
Past
July 6, 2012 - May 7, 2014
WADDELL & REED
BD
CRD#: 866
RAPID CITY, SD
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
Alaska(1/17/2023)
RR
Colorado(1/23/2019)
RR
Illinois(1/20/2021)
RR
Indiana(3/16/2020)
RR
Minnesota(1/23/2019)
RR
North Dakota(8/5/2021)
RR
Oklahoma(1/6/2021)
RR
South Dakota(1/23/2019)
IAR
South Dakota(1/28/2019)
RR
Texas(7/26/2024)
RR
Wyoming(1/20/2021)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032Rapid City, SD 57701TRUST BUT VERIFY
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