Mark Gray
Financial advisor at Creative Financial Designs, Inc. · Kokomo, IN
Last updated 2026-10-10
Claim your profileMark Gray is a financial advisor at Creative Financial Designs, Inc. in Kokomo, IN, CRD 2429926. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2007-11-01.
Registration
- CRD number
- 2429926
- Registration status
- Active
- IAPD registration
- 2007-11-01
- Industry Experience
- 18 years
- Work Experience
- 17 years
- States registered
- FL
Licenses and exams
- Series 63
- Series 65
Work history
- 2009-07 to Present · Cfd Investments, Inc · Kokomo, IN
- 2009-07 to Present · Creative Financial Designs Inc · Kokomo, IN
Current employment
- Creative Financial Designs, Inc. · Kokomo, IN
Creative Financial Designs, Inc.
- Regulatory AUM
- $2,941,557,605
- Registered advisors
- 162
- Offices
- 135
- Clients per advisor
- 65.2 (Moderate)
- Average AUM per client
- $278.4K (Low)
- High-net-worth client ratio
- 4.4% (Low)
Creative Financial Designs, Inc.: advisors, services and reported ETF investments
About
Mark Gray is a financial advisor at Creative Financial Designs, Inc. in Kokomo, IN. Reported securities licenses include Series 63 and Series 65. The latest record indicates 18 years of industry experience and 17 years of reported work history.
Creative Financial Designs, Inc.'s firm-level Form ADV reports 162 advisors across 135 offices; approximately 65.2 clients per advisor, average assets per client of $278,398, and regulatory AUM of $2.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Publication of Periodicals or Newsletters.
What this firm offers
Filed by Creative Financial Designs, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Accountant or Accounting Firm
- Insurance Company or Agency
- Real Estate Broker or Dealer
Location
2704 S Goyer Rd, Kokomo, IN 46902
156 advisors at this office.
Contact
The firm's filed contact details.
Official record
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