Rachael M. Camp
CREATIVE FINANCIAL DESIGNS
Denver, CO
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CRD#: 6657184
Professional summary
Rachael M. Camp, CFP®, who also goes by Rachael Camp, Rachel Camp, is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Denver, Colorado and CFD INVESTMENTS, INC. located in Mishawaka, Indiana.
Rachael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Rachael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rachael Camp | Rachel Camp
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) Creative Financial Designs 2) All Street Academy; non-investment related; virtual; personal finance education course; co-course creator; 9/1/2023; 2 hrs/month; 0 hrs/month; I film videos for the course teaching the basics of personal finance. At this point, the videos have already been filmed, so now I just occasionally market it through social media. 3) X (Twitter); non investment-related; 290 W Alameda Ave Apt 467, Denver, CO 80223; X (Twitter) has started sharing revenue from marketers with creators on the platform. I receive a small amount of payment every month from Twitter for advertisements on my page or under my tweets.; Creator; 8/1/2023; 10 hrs/month; 1 hrs/month; write tweets 4) Insurance; investment-related; 290 W Alameda Ave Apt 467, Denver, CO 80223; selling insurance products; Owner; 8/6/2020; 5 hrs/month; 1 hrs/month; sell insurance products when appropriate 5) Camp Wealth, LLC; Investment -related; 290 W Alameda Ave, 467, Denver, CO 80223; Financial Advising; Owner; 4/12/2023; 160 hours/month; 8 hours/month; owner of Camp Wealth, financial planning 6) YouTube: not investment related; 290 W Alameda Ave Apt 467, Denver, CO 80223; as share revenue from YouTube views per video; owner; 6/2/2025; 10 hours/ month; 1 hour/ month; create YouTube video's to draw prospect clients
CRS (Client Relationship Summary) - RIA
Click below to view Rachael M. Camp'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®
CFP®
Start date: 2021
Experience
Current
June 24, 2020 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #2: 3835 Edison Lakes Pkwy Suite 300, Mishawaka, IN 46545RIA
CRD#: 109032
Denver, CO
Current
June 23, 2020 - Present
CFD INVESTMENTS, INC.
Office #1: 3835 Edison Lakes Pkwy Suite 300, Mishawaka, IN 46545BD
CRD#: 25427
Mishawaka, IN
Past
October 13, 2017 - June 11, 2020
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
CHICAGO, IL
Past
October 13, 2017 - June 11, 2020
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
CHICAGO, IL
Past
August 3, 2016 - October 2, 2017
CREATIVE FINANCIAL DESIGNS, INC.
RIA
CRD#: 109032
Mishawaka, IN
Past
June 21, 2016 - October 2, 2017
CFD INVESTMENTS, INC.
BD
CRD#: 25427
MISHAWAKA, 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
Colorado(5/3/2021)
IAR
Colorado(1/2/2024)
RR
Indiana(6/23/2020)
IAR
Indiana(6/24/2020)
RR
Michigan(3/22/2021)
RR
Utah(9/4/2025)
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.
