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Creative Financial Planning Advisors
CREATIVE FINANCIAL PLANNING ADVISORS, INC. is a state-registered investment adviser in SOUTH BEND, IN. The firm manages approximately $30 million in...
Overview
CREATIVE FINANCIAL PLANNING ADVISORS, INC. is a state-registered investment adviser in SOUTH BEND, IN. The firm manages approximately $30 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
Is the firm affiliated with a broker-dealer or insurance platform?
Public databases do not link Creative Financial Planning Advisors to a known broker-dealer or insurance captive. The name and registration suggest an independent RIA structure, meaning advisors are not tied to a single product manufacturer and can select investments across a wider universe.
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