Benjamin Paul Forgrave
Investment adviser representative at Creative Financial Designs, Inc.
10 yearsExperience
1 stateRegistered in
$2.9BFirm assets
25 yearsFirm in business
Are you Benjamin Paul Forgrave? Claim your profile
Contact this firm
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
10 years in the industry.
- Creative Financial Designs, Inc.Oct 2021 to now
- Cfd InvestmentsOct 2021 to now
- LPL Financial, LLCMay 2016 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4472948
- Firm CRD
- 109032