Thomas Eli Beachy
Investment adviser representative at Creative Financial Designs, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm assets
Are you Thomas Eli Beachy? 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
16 years in the industry.
- Beachy Wealth Management LLCApr 2011 to now
- Creative Financial Designs, Inc.Jan 2010 to now
- Cfd Investments IncJan 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 5220029
- Firm CRD
- 109032