Ronald A. Silverman

CREATIVE FINANCIAL PLANNING ADVISORS

South Bend, IN 46614-5565

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CRD#: 809984

Professional summary

Ronald Allan Silverman, CFP®, who also goes by Ron Silverman, is a registered financial advisor currently at CREATIVE FINANCIAL PLANNING ADVISORS, INC. located in South Bend, Indiana.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1975. Ronald has worked at 5 firms and has passed the Series 63, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ron Silverman

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.

CREATIVE FINANCIAL PLANNING ADVISORS, INC. - AN INDIANA RIA FIRM - EST. 1982 112 W. JEFFERSON BLVD., SUITE 601 SOUTH BEND, IN 46601-1921,PRESIDENT & CEO AND 100% OWNER; FIRM PROVIDES FEE-ONLY TAX PLANNING, TAX PREPARATION AND INVESTMENT ADVISORY SERVICES AND ASSET MANAGAGEMENT, 160+ HRS AND 95% DURING TRADING,INVESTMENT ADVISOR REP. AND MANAGER OF RIA FIRM. THIS IS FULL-TIME; I CONSIDER MY RELATIONSHIP WITH CFS TO BE PART-TIME. VARIOUS INSURANCE COMPANIES; GENWORTH FINANCIAL - I HAVE SOLD SERVERAL TERM LIFE INSURANCE CONTRACTS THROUGH IPG, A "PARTNER" OF CFS, WHO (I ASSUME) RECEIVES SOME OVERRIDE ON MY COMMISSIONS EARNED. 2W TECHNOLOGIES, 1009 WATER STREET, SUITE 2 MEADVILLE, PA 16335-3491, NON-INVESTMENT RELATED, CHIEF FINANCIAL OFFICER AND 5% OWNER, JAN 1, 2007, INSTALLATION, CUSTOMIZATION & TRAINING RELATED TO JOB COST ACCOUNTING AND RECORD-KEEPING SOFTWARE SPECIFIC TO MANUFACTURING AND TOOL & DIE TYPE BUSINESSES,8-10 HOURS PER MONTH AND 0 DURING TRADING,CFO - OVERSEES ACCOUNTING AND FINANCIAL REPORTING ACTIVITIES. RONALD A SILVERMAN, CPA, NON-INVESTMENT RELATED,112 W. JEFFERSON BLVD., SUITE 601, SOUTH BEND, IN 46601,INCOME TAX CONSULTING,SELF EMPLOYED OWNER, 12/1967, 1 HR/MNTH AND 0 DURING TRADING, INCOME TAX CONSULTING. DBA: CREATIVE FINANCIAL PLANNING ALTERNATIVES, INC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Allan Silverman'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^®

Certified Financial Planner

Start date: 1981

Experience

Current

October 22, 2003 - Present

CREATIVE FINANCIAL PLANNING ADVISORS, INC.

Office #1: 5652 Yellow Wood Drive, South Bend, IN 46614-5565

RIA

CRD#: 127878

South Bend, IN

Past

June 5, 1986 - December 31, 2012

CAPITAL FINANCIAL SERVICES, INC.

CRD#: 8408

SOUTH BEND, IN

Past

September 4, 1985 - June 5, 1986

CHARTER SECURITIES CORPORATION

CRD#: 7062

Past

March 26, 1982 - September 3, 1985

LOWRY FINANCIAL SERVICES CORPORATION

CRD#: 7291

Past

July 15, 1975 - March 23, 1982

OSAIC FS, INC.

CRD#: 3870

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.

Highlighted states indicate IAR registrations

IAR

Indiana
(10/22/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/18/1979

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/19/1983

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 7/11/1975

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/15/1983

General Securities Principal Examination

Current Firm

CREATIVE FINANCIAL PLANNING ADVISORS, INC.

CRD#: 127878 / SEC#:

Indiana

Registered Investment Advisory firm - (10/22/2003 Approved)

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Contact information

Main Address

5652 Yellow Wood Drive, South Bend, IN 46614-5565

Mailing Address

Phone number

(574) 232-8000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	124
AUM (Assets Under Management)	$ 29,032,533

Red Flags

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Ronald A. Silverman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Allan Silverman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE FINANCIAL PLANNING ADVISORS, INC.

CAPITAL FINANCIAL SERVICES, INC.

CHARTER SECURITIES CORPORATION

LOWRY FINANCIAL SERVICES CORPORATION

OSAIC FS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/18/1979

Series 7

Date: 11/19/1983

Series 1

Date: 7/11/1975

Series 24

Date: 12/15/1983

Current Firm

CREATIVE FINANCIAL PLANNING ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CREATIVE FINANCIAL PLANNING ADVISORS, INC.

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