Larry Loren Weichel
Investment adviser representative at Creative Financial Designs, Inc.
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
15 years in the industry.
- Cfd InvestmentsOct 2024 to now
- Creative Financial Designs, Inc.Sep 2024 to now
- Gleaner LifeOct 2020 to Aug 2024
- Gleaner FinancialSep 2019 to Sep 2020
- Regulus Advisors, LLCDec 2014 to Sep 2019
- Lutheran Financial ServicesApr 2011 to Sep 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4828183
- Firm CRD
- 109032