Mickey Lee Owens
Investment adviser representative at Creative Financial Designs, Inc.
57 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
57 years in the industry.
- Creative Financial Designs, Inc.Aug 1997 to now
- American United LifeOct 1992 to now
- Cfd RealtyJan 1987 to now
- Cfd Insurance Planners, IncDec 1986 to now
- Cfd Investments, Inc.Dec 1986 to now
- Self EmployedSep 1969 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (IN).
Creative Financial Designs, Inc.
$2.9BAssets managed
10,566Clients
159Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1437001
- Firm CRD
- 109032