Rachael M. Camp
Investment adviser representative at Creative Financial Designs, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Creative Financial Designs, Inc.Jun 2020 to now
- Cfd Investments, Inc.Jun 2020 to now
- JPMorgan Chase Bank, N.A.Oct 2017 to Jun 2020
- JPMorgan Securities, LLC.Oct 2017 to Jun 2020
- Cfd InvestmentsMay 2016 to Sep 2017
- Iu Kelley School of BusinessAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6657184
- Firm CRD
- 109032