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Kyle Michael Marburger

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.

  1. Creative Financial Designs, Inc.Jul 2017 to now
  2. Cfd InvestmentsDec 2016 to now
  3. Valic Financial AdvisorsMay 2011 to Dec 2016

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2009

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
5164477
Firm CRD
109032
Advisor's SEC record (opens in a new tab)
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