Cole Daniel Schroeder
Investment adviser representative at Creative Financial Designs, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Creative Financial Designs, Inc.Mar 2026 to now
- Cfd InvestmentsOct 2023 to now
- State FarmApr 2022 to Oct 2023
- UpsSep 2021 to Jan 2022
- UnemployedJan 2021 to Sep 2021
- 1st Source BankMay 2020 to Jan 2021
- LPL Financial LLCMay 2020 to Jan 2021
- 1st Source BankMay 2019 to Aug 2019
- Lowe'sMay 2018 to Aug 2018
- Lowe'sMay 2017 to Aug 2017
- Ball State UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7259581
- Firm CRD
- 109032