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James A Guyot

Investment adviser representative at Creative Financial Designs, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

19 years in the industry.

  1. Creative Financial Designs, Inc.Nov 2007 to now
  2. Cfd Investments, IncNov 2007 to now
  3. Lighthouse Financial StrategiesNov 2007 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (KS).

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
4517834
Firm CRD
109032
Advisor's SEC record (opens in a new tab)
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