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Sherry Ann Hight

Investment adviser representative at Creative Financial Designs, Inc.
14 yearsExperience
1 stateRegistered in
$2.9BFirm assets
25 yearsFirm in business

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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

14 years in the industry.

  1. Cfd Investments, IncJun 2023 to now
  2. Creative Financial Designs, Inc.Feb 2023 to now
  3. AllsteelFeb 2017 to Apr 2023
  4. UnemployedDec 2016 to Feb 2017
  5. Moment With ClassApr 2012 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2023

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
2747532
Firm CRD
109032
Advisor's SEC record (opens in a new tab)
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