Tawny Flynn
Investment adviser representative at Creative Financial Designs, Inc.
13 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
13 years in the industry.
- Creative Financial Designs, Inc.Oct 2025 to now
- Advanced Estate Planning Services, IncOct 2025 to now
- Camp Wealth ManagementOct 2025 to now
- Cheesecake FactoryMay 2025 to now
- LPL EnterpriseDec 2024 to Oct 2025
- Charles Schwab Co., Inc.Jul 2023 to Dec 2024
- Endodontic SpecialistsOct 2022 to Jun 2023
- Eskenazi HealthDec 2020 to Sep 2021
- Fcc ConstructionMay 2020 to Dec 2024
- Cheesecake FactoryMar 2018 to Dec 2020
- Tgi FridaysAug 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7743779
- Firm CRD
- 109032