Mark Leon Magruder
Investment adviser representative at Creative Financial Designs, Inc.
17 yearsExperience
2 statesRegistered in
$2.9BFirm assets
25 yearsFirm in business
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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
17 years in the industry.
- Creative Financial Designs, Inc.Apr 2026 to now
- Cfd Investments, Inc.Apr 2026 to now
- Acepas Wealth PartnersDec 2025 to now
- Geneos Wealth ManagementAug 2009 to Apr 2026
- Life Financial GroupAug 2009 to Jan 2026
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (AZ, PA).
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
- 5705376
- Firm CRD
- 109032