MC
Michelle Christy
CREATIVE FINANCIAL DESIGNS
Lincoln, NE 68510
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CRD#: 7810321
MC
Professional summary
Michelle Christy, who also goes by Michelle Deighton, is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Lincoln, Nebraska and CFD INVESTMENTS, INC. located in Lincoln, Nebraska.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Michelle has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michelle Deighton
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. NAME OF OTHER BUSINESS: MICHELLE CHRISTY INVESTMENT RELATED: NO ADDRESS: 7431 San Mateo Lane, Lincoln, NE 68516 NATURE OF BUSINESS: Tax prep for family and friends START DATE: 2/2011 POSITION/TITLE/RELATIONSHIP: TAX PREPARER APX NUMBER OF HOURS PER WEEK: 0-2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Prepare personal tax returns for family and friends 2. NAME OF OTHER BUSINESS: COREFOCUS BUSINESS CONSULTING INVESTMENT RELATED: NO ADDRESS: 7431 SAN MATEO LANE, LINCOLN, NE 68516 NATURE OF BUSINESS: Provide business consulting services in the consumer packaged goods space START DATE: 09/2023 POSITION/TITLE/RELATIONSHIP: President APX NUMBER OF HOURS PER WEEK: >100 APX NUMBER OF HOURS DURING TRADING HOURS: 70 BRIEF DESCRIPTION OF DUTIES: Consulting in the areas of business management and financial reporting- identifying areas of opportunity for developing, standardizing and streamlining business processes to increase visibility and support decision making. 3. Creative Financial Designs, Inc
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Christy'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
December 11, 2023 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 7111 A St Suite 103, Lincoln, NE 68510RIA
CRD#: 109032
Lincoln, NE
Current
December 11, 2023 - Present
CFD INVESTMENTS, INC.
Office #1: 7111 A St. Suite 103, Lincoln, NE 68510BD
CRD#: 25427
Lincoln, NE
Past
September 28, 2023 - December 6, 2023
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
OMAHA, NE
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
Florida(3/31/2025)
RR
Kansas(12/11/2023)
RR
Nebraska(12/11/2023)
IAR
Nebraska(12/11/2023)
RR
Texas(12/11/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/28/2023
General Securities Representative ExaminationGeneral 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.
