Creative Financial Designs
Helping you deliver innovative investment solutions and financial planning with integrity.
Our History
Founded in 1982, Creative Financial Designs, Inc. (Creative) is a Registered Investment Adviser (RIA) with the Securities and Exchange Commission. Headquartered in Kokomo, Indiana, Creative was established with a clear mission: to assist financial advisers in providing client-focused, values-based financial guidance. The firm supports a wide network of advisers across the country, all committed to delivering exceptional service and results, abiding by their fiduciary responsibility.
Creative offers a comprehensive range of products, including investment management and financial planning services that can be tailored to meet the unique financial circumstances of individual clients. By combining industry expertise with a personalized approach, Creative helps individuals, families, and businesses build, manage, and preserve their wealth.
With a strong emphasis on integrity, innovation, and customized solutions, Creative continues to uphold its founding vision—to ensure that every household has access to trustworthy financial advice that promotes long-term success, regardless of of one’s starting point or financial history.
Our Mission
Our mission is to provide innovative, value-driven investment services to clients of all backgrounds, guided by our Kingdom Values. We are dedicated to helping individuals, families, businesses and organizations reach their financial goals through quality products and services. Grounded in the principle of Matthew 6:21—“For where your treasure is, there your heart will be also”—we bring both expertise and integrity to every interaction.
Creative Financial Designs
Helping you deliver innovative investment solutions and financial planning with integrity.
Our History
Founded in 1982, Creative Financial Designs, Inc. (Creative) is a Registered Investment Adviser (RIA) with the Securities and Exchange Commission. Headquartered in Kokomo, Indiana, Creative was established with a clear mission: to assist financial advisers in providing client-focused, values-based financial guidance. The firm supports a wide network of advisers across the country, all committed to delivering exceptional service and results, abiding by their fiduciary responsibility.
Creative offers a comprehensive range of products, including investment management and financial planning services that can be tailored to meet the unique financial circumstances of individual clients. By combining industry expertise with a personalized approach, Creative helps individuals, families, and businesses build, manage, and preserve their wealth.
With a strong emphasis on integrity, innovation, and customized solutions, Creative continues to uphold its founding vision—to ensure that every household has access to trustworthy financial advice that promotes long-term success, regardless of one’s starting point or financial history.
Our Mission
Our mission is to provide innovative, value-driven investment services to clients of all backgrounds, guided by our Kingdom Values. We are dedicated to helping individuals, families, businesses and organizations reach their financial goals through quality products and services. Grounded in the principle of Matthew 6:21—“For where your treasure is, there your heart will be also.”—we bring both expertise and integrity to every interaction.
Charting the Course
Charting the Course to Success
A Guided Journey Through Growth, Milestones and Opportunities at CFD Companies
Creative Financial Designs (Creative) is registered as a Registered Investment Adviser. Founder, Mick Owens, serves as the firm's first president, a role he would hold until 1998.
Brokerage
Investment Management Services started.
Brent Owens, son of founder Mick Owens, is named President of cfd Investments, Inc. and Creative. At the time, the firm served 50 Financial Advisers with an average production of less than $10,000 per adviser.
Development
of 5 Managed Portfolio concept, Inception of Mutual Fund Strategy.
NACFC Sponsor.
Variable
Annuity Management Services Started, Self-Directed Management started.
Creative crosses $50 million in AUM.
Creative reaches 1,000 Managed Accounts.
Kris Hale is named Vice President of cfd Investments, Inc. and Kregg Rooze is named Vice President of Creative.
Creative crosses $100 million in AUM.
Creative crosses $150 million in AUM.
Creative Financial Centre opens. The CFD Companies move into a 44,000 square foot, custom built home office building to house a growing staff and be able to host annual conferences.
NFS Custodian Platform started.
Inception
of the BFV Funds, Traditional, Traditional ETF Strategies.
Inception
of Traditional Tax-Wise Strategy, TD Ameritrade Custody Platform.
Creative reaches 5,000 Managed Accounts.
Creative sponsors Kingdom Advisers.
Creative crosses $500 million in AUM.
Creative makes use of Black Diamond PMS.
Inception of the BFV Combo Strategy.
Inception
of the Traditional CFD4 and the Traditional Income Strategies.
Introduction of the Income and Traditional American Funds Focused Strategies.
Creative crosses $1 billion in AUM.
Introduction of the
BFV
Inspire Strategy.
Introduction of the BFV CFD4 Strategy.
Introduction of the BFV Timothy and Traditional Fundamental Opportunities Strategies.
Introduction of the Traditional BIC & 5 Tool, Large Cap Growth, Large Cap Value, Large Cap Global Strategies.
Introduction of the
BFV
Eventide Strategy.
Creative crosses $1.5 billion of AUM with $1.9
billion plus reported at the end of the year.
Creative reaches 10,000 Managed Accounts.
Charles Schwab Custody Platform added.
Creative reaches 12,000 Managed Accounts.
Creative, through discretionary management
within the firm finishes 2024 with $2.4 billion plus of AUM and over 13,000
managed accounts.
Average production for advisers/reps through the
CFD Companies exceeds $350k for 2024.
Introduction of BFV Tax-Wise Strategy.
In May, Creative through discretionary
management crosses $2.5 billion plus of AUM for the first time in company
history.
In May, Creative reaches 14,000 Managed Accounts.
CFD Companies, cfd Investments, Inc. and Creative, serves financial professionals spread across the 50 United States. Overseeing roughly $7 billion in total client assets, the two primary firms of CFD Companies are committed to strategic growth through industry innovation and uncommonly personal relationships with the entire adviser family.
Creative Financial Designs (Creative) is registered as a Registered Investment Adviser. Founder, Mick Owens, serves as the firm's first president, a role he would hold until 1998.
Brokerage Investment Management Services begins.
Brent Owens, son of founder Mick Owens, is named President of cfd Investments, Inc. and Creative. At the time, the firm served 50 Financial Advisers with an average production of less than $10,000 per adviser.
The
Five Managed Portfolio Concepts is developed; The Mutual Fund Strategy is launched.
Annual Sponsorship of The National Association of Christian Financial Consultants
(NACFC) begins.
Variable
Annuity Services & Self-Directed Management are launched.
Creative crosses $50 million in AUM and reaches 1,000 Managed Accounts.
Kris Hale is named Vice President of cfd Investments, Inc. and Kregg Rooze is named Vice President of Creative. Creative crosses $100 million in AUM.
Creative crosses $150 million in AUM.
Creative Financial Centre opens. The CFD Companies move into a 44,000 square foot, custom built home office building to house a growing staff and be able to host annual conferences. NFS Custodian Platform started.
Inception
of the BFV Funds, Traditional, Traditional ETF Strategies.
Creative reaches 5,000 Managed Accounts. Inception of Traditional Tax-Wise Strategy, TD Ameritrade Custody Platform.
Annual sponsorship of Kingdom Advisors begins. Creative crosses $500 million in AUM.
The
Biblical Faith Values Combination Strategy launches. Black Diamond PMS is Implemented.
The
Traditional CFD4 and Traditional Income Strategies begin.
The Income and Traditional American Funds Focused Strategies are introduced.
Creative crosses $1 billion in AUM. Introduction of the BFV Inspire Strategy.
Introduction of the BFV CFD4 Strategy.
The Biblical Faith Values Timothy and Traditional Fundamental Opportunities Strategies are launched.
Introduction of the Traditional BIC & 5 Tool, Large Cap Growth, Large Cap Value, Large Cap Global Strategies.
Creative crosses $1.5 billion of AUM with $1.9 billion plus reported at the end of the year. Introduction of the
BFV
Eventide Strategy.
Creative reaches 10,000 Managed Accounts. Charles Schwab Custody Platform added.
Creative reaches 12,000 Managed Accounts.
Creative, through discretionary management within the firm finishes 2024 with $2.4 billion plus of AUM and over 13,000 managed accounts. Average production for advisers/reps through the
CFD Companies exceeds $350k for 2024.
The Biblical Faith Values Tax-Wise Strategy is launched.
In
May, Creative reaches 14,000 Managed Accounts. Also in May, Creative
through discretionary management crosses $2.5 billion plus of AUM for the first
time in company history.
CFD Companies, cfd Investments, Inc. and Creative serves financial professionals spread across the 50 United States. Overseeing roughly $7 billion in total client assets, the two primary firms of CFD Companies are committed to strategic growth through industry innovation and uncommonly personal relationships with the entire adviser family.
Meet Your Investment Management Team
Learn more about our dedicated team of experts. Providing you with constant
personalized guidance and support every step of the way.
Meet Your Investment Management Team
Learn more about our dedicated team of experts. Providing you with constant
personalized guidance and support every step of the way.