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 63, Series 66
Experience Industry experience
23 years
Location
Adrian, MI 49221
Creative Financial Designs, Inc.
Multi-team
David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.
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
Adrian, MI
107 S Broad St Suite 2
Adrian MI 49221
Advisors at this office
1
Michigan
23 years of industry experience
Creative Financial Designs, INC
2023 - Present • 3 years
Kokomo, IN
CFD Investments, INC
2023 - Present • 3 years
Kokomo, IN
Lincoln Financial Securities Corporation
2008 - 2023 • 15 years
Adrian, MI
Lolley Financial
2001 - Present • 25 years
Adrian, MI
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 66
Adrian, MI
Fairway Investment Group, LLC
Jeffrey Condon is a Series 66 licensed advisor with six years of industry experience, currently serving at Fairway Investment Group, LLC. His prior roles include positions at Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, he assists as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, operating largely on a non-discretionary basis with tailored recommendations based on fundamental, technical, and cyclical analysis.
Series 63, Series 65
Adrian, MI
Packerland Brokerage Services, Inc.
Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Packerland since 2021 and also serves as president of Sayler's Accounting & Tax Spec, Inc., a company she founded in 1990. Additionally, she is a board member of the Lenawee County Mission-Prospectives, a nonprofit organization. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining brokerage and advisory services to meet client needs.
ChFC®, Series 63
Tecumseh, MI
Hantz financial Services, Inc.
Matthew Babcock is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding the ChFC® and Series 63 designations with 35 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services supported by expanded implementation capabilities and affiliated businesses.
Series 63, Series 65
Tecumseh, MI
Hantz financial Services, Inc.
Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Hantz Financial Services in 2021, he worked at Alro and held roles at Quicken Loans and Wayne State University. Hantz Financial Services, Inc. is a multi-advisor enterprise managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified, ETF-centered portfolios alongside financial planning, wealth management, and retirement consulting services.
Series 66
Adrian, MI
Key Investment Services LLc
Joseph Hart is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2014. The firm serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. Key Investment Services emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.
Series 66
Tecumseh, MI
Hantz financial Services, Inc.
Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at Ottawa Park Golf Course, Boaters Choice, and the University of Toledo. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors—including high-net-worth and non-HNW clients—as well as corporate and retirement plan sponsors, offering diversified, ETF-centered model portfolios alongside a range of financial planning, wealth management, and retirement consulting services.
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