Michael A. Mcneal
CREATIVE FINANCIAL DESIGNS
Tipton, IN 46072
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CRD#: 6690638
Professional summary
Michael Andrew Mcneal, CFP®, who also goes by Michael Mcneal, is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Tipton, Indiana and CFD INVESTMENTS, INC. located in Tipton, Indiana.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Michael has worked at 4 firms and has passed the Series 65, Series 63, Series 7, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Mcneal
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. McNeal RentalsLLC~Not investment related~116 S Main Street~Tipton~IN~46072~Rental Property Owner/Manager~100% family owned~20hrs~15hrs~Managing Rental Properties 2. McNeal Wealth Management, LLC~'Investment related'~7/1/21 start date-116 S. Main Street, Suite ~Tipton~IN~46072~Financial Services-independent insurance sales~Advisor/Consultant- tax Preparation,-160 hrs/MO-8 hrs during trading . 3. Creative Financial Designs 4. UCDD-AAAD; Not Investment related; 1104 England Drive, Cookeville, TN 38501; I will be a chairman on the board that supports the aging and disabled in the Upper Cumberland; Chairman of the board for UCDD-AAAD; 9/1/2025; 1 HR/Mo; HR/Mo; overseeing and leading the quarterly meetings of the AAAD.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Andrew Mcneal'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: 2022
Experience
Current
November 30, 2020 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 116 So. Main St, Tipton, IN 46072RIA
CRD#: 109032
Tipton, IN
Current
November 30, 2020 - Present
CFD INVESTMENTS, INC.
Office #1: 116 So, Main Street, Tipton, IN 46075BD
CRD#: 25427
Tipton, IN
Past
October 5, 2017 - December 1, 2020
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Tipton, IN
Past
October 28, 2016 - December 1, 2020
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Tipton, 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
California(11/30/2020)
RR
Florida(11/30/2020)
RR
Georgia(9/29/2022)
RR
Indiana(11/30/2020)
IAR
Indiana(11/30/2020)
RR
North Carolina(12/1/2020)
RR
Ohio(6/2/2021)
RR
Tennessee(1/6/2025)
RR
Texas(11/30/2020)
RR
Washington(4/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
