Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
17 years
Location
Harrisonburg, VA 22801
Creative Financial Designs, Inc.
Multi-team
Benjamin Glenn is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Creative Financial Designs, Inc. since 2014. Outside of his advisory work, Glenn serves as president of the Anabaptist Scholarship Foundation of Virginia, provides eldercare services through his own company, and is treasurer and board member for New Song Sanctuary, an organization supporting women affected by domestic violence. Creative Financial Designs serves individual and institutional clients with investment management and financial planning services, using a range of strategies from passive models to tactically managed portfolios. The firm emphasizes asset-class allocations informed by third-party research and offers Biblical Responsible Investing options alongside traditional approaches.
Based on Creative Financial Designs, Inc.
Based on Creative Financial Designs, Inc.
$0+: Starting at 0.50% annually up to 2.00% annually for Brokerage Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Self-Directed Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Variable Annuity Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Non-Discretionary Advisory Services
Hourly fee up to $350 per hour, negotiable
Retainer fees from $25 per month up to $3,500 per month, negotiable
Account minimum: $7,000 Minimum fee: Custodial fee charged by cfd Investments for accounts at NFS: $8 monthly minimum fee Fee-only: Advisory fees negotiated between 0.50% and 2.00% annually depending on service and platform
Harrisonburg, VA Southgate Ct
31 Southgate Ct, Suite 202
Harrisonburg VA 22801
Advisors at this office
1
Virginia
17 years of industry experience
Creative Financial Designs, INC
2014 - Present • 12 years
Kokomo, IN
cfd Investments, Inc
2014 - Present • 12 years
Kokomo, IN
SSN Advisory, Inc.
2011 - 2014 • 3 years
Harrisonburg, PA
Edward Jones
2008 - 2011 • 3 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Harrisonburg, VA
BPD Wealth Management LLC
Michael Ilagan is a financial advisor with BPD Wealth Management LLC in Harrisonburg, VA, holding a Series 65 designation and 18 years of industry experience. He is also employed as an emergency physician and partner at Harrisonburg Emergency Physicians since 2004. BPD Wealth Management provides discretionary portfolio management primarily for individual clients, with a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis. The firm manages approximately $4.56 million in discretionary assets and serves a range of client types, employing both long- and short-term trading strategies.
Series 66
Harrisonburg, VA
GIRA & GIRA Investment Advisors LLC
John Gira III is a financial advisor at GIRA & GIRA Investment Advisors LLC with 17 years of industry experience. He has been with the firm since 2013 and holds a Series 66 designation. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis for portfolio construction and manages assets primarily on a discretionary basis.
CFP®, CFA®, Series 63, Series 66
Harrisonburg, VA
Strategent Financial, LLC
Andrew Lam is a CFP® and CFA® with eight years of industry experience. He has worked at Strategent Financial, LLC since 2022 and previously spent five years at Dimensional Fund Advisors. Lam also has a background in academia from his time at the University of Virginia. Strategent Financial, LLC serves individual and family clients, as well as retirement plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation and modern portfolio theory, using institutional no-load mutual funds, ETFs, and select individual securities or private funds in discretionary portfolio management and financial planning.
Series 63, Series 65
Harrisonburg, VA
GIRA & GIRA Investment Advisors LLC
John Gira is a financial advisor with GIRA & GIRA Investment Advisors LLC in Harrisonburg, VA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with GIRA & GIRA since 2013. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis to guide portfolio construction and offers both discretionary and non-discretionary management.
Series 65
Harrisonburg, VA
Strategent Financial, LLC
Debbie Byerly is a financial advisor at Strategent Financial, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Capitol Family Office, Inc. and Byerly Wealth Management. Outside of her advisory role, she is a group fitness instructor at Sentara Wellness Center and serves as a committee member for the Town of Bridgewater Industrial Development Authority. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost funds, global diversification, and tax efficiency, while offering discretionary portfolio management and financial consulting.
Series 65
Bridgewater, VA
J.S. Replogle & Associates LLC
Eric Barkey is a financial advisor at J.S. Replogle & Associates LLC with 16 years of industry experience. He holds the Series 65 designation and has been with J.S. Replogle & Associates since 2018. Outside of his advisory role, he owns Barkey Notary Services, LLC, a notary business to which he dedicates up to 20 hours per week. J.S. Replogle & Associates LLC provides discretionary portfolio management and financial consulting to individual and high-net-worth clients, managing approximately $40 million across about 90 accounts. The firm combines fundamental and technical investment approaches and offers services including ongoing portfolio management and targeted consulting such as deferred charitable gift planning.
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