Rosemary A Robinson
Investment adviser representative at Creative Financial Designs, Inc.
15 yearsExperience
1 stateRegistered in
$2.9BFirm assets
25 yearsFirm in business
Are you Rosemary A Robinson? 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
15 years in the industry.
- Bridge Wealth ManagementJan 2021 to now
- Creative Financial Designs, Inc.May 2011 to now
- Cfd Investments, IncMay 2011 to now
- Gleaner Financial CorpJul 2017 to Dec 2020
- Bonnie Smith & AssociatesJan 2011 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
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
- 5625430
- Firm CRD
- 109032