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
CFP®, Series 63
Experience Industry experience
27 years
Location
Kokomo, IN 46902
Creative Financial Designs, Inc.
Multi-team
Justin Keeling is a CFP® professional with 27 years of industry experience, currently affiliated with Creative Financial Designs, Inc. in Kokomo, IN. He has been involved with Creative Financial Designs since 1997 and also operates Community Tax and Financial, providing bookkeeping, tax preparation, payroll, investments, financial planning, and insurance services. Keeling is the owner of Community Insurance Group LLC, a property and casualty insurance agency. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs a research-driven, asset-class allocation approach with a range of strategies including Biblical Responsible Investing and offers flexible billing arrangements alongside integrated services in insurance, tax, and real estate.
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
Kokomo, IN S Goyer Rd
2704 S Goyer Rd
Kokomo IN 46902
Advisors at this office
51
Indiana
27 years of industry experience
KEELING FINANCIAL PLANNING CO DBA Community Tax and Financial
2008 - Present • 18 years
Kokomo, IN
CFD Investments, Inc.
1998 - Present • 28 years
Kokomo, IN
Creative Financial Designs
1997 - Present • 29 years
Kokomo, IN
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 63, Series 66
Kokomo, IN
Smith Financial
Aaron Smith is a financial advisor at Smith Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mercap Securities, LLC since 2014 while maintaining a long tenure with Smith Financial Corp beginning in 1993. Outside of his advisory role, Smith serves as an investment committee member for the Community Foundation of Howard County, vice president of development for the Boy Scouts of America Sagamore Council, treasurer of the Rotary Club of Kokomo, and is the proprietor of Aaron Smith Law Services. Smith Financial serves individual investors, including high net worth clients, as well as retirement plans, charitable foundations, and other institutional clients. The firm offers investment supervisory services, financial planning, retirement-plan consulting, insurance review, estate planning, and business consulting, utilizing long-term, risk-based portfolios primarily composed of mutual funds and ETFs.
CFP®, Series 65
Kokomo, IN
Smith Financial
Blake Brutus is a CFP® and holds a Series 65 license, with six years of experience in the financial services industry. He has worked at Smith Financial Investment Advisors, Inc. since 2019 and previously at Aetna-Continental Life Insurance from 2016 to 2019. Smith Financial serves individual investors, including high net worth clients, as well as retirement plans, charitable foundations, and other institutional clients. The firm offers investment supervisory services, comprehensive financial planning, retirement-plan consulting, insurance review, estate planning, and business consulting, constructing long-term, risk-based portfolios primarily using mutual funds and exchange-traded funds guided by Modern Portfolio Theory.
ChFC®, Series 63
Kokomo, IN
Smith Financial
Richard Smith is a ChFC®-designated financial advisor with 40 years of industry experience. He is president of Smith Financial Investment Advisors, Inc. and has worked at Mercap Securities, LLC since 2014. Smith is also involved as a board member and finance committee member of the Community Foundation of Howard County and participates in fundraising efforts for the YMCA of Kokomo. Smith Financial Investment Advisors, Inc. provides investment supervisory services and comprehensive financial planning to individuals, retirement plans, charitable institutions, foundations, and endowments. The firm constructs long-term, risk-based portfolios primarily using mutual funds and ETFs, employing Modern Portfolio Theory and customized portfolios to address client tax needs, cash flow, and risk tolerance.
Series 65
Kokomo, IN
SYCAMORE FINANCIAL GROUP
Frederick Matthes is a financial advisor at Sycamore Financial Group in Kokomo, IN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at CareerWise USA, Amazon Inc, Matthes Dental, and involvement with the University of Illinois Champaign-Urbana Gies School of Business. He has also contributed to the Indiana University Kokomo student newspaper. Sycamore Financial Group serves individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts, often working with closely held businesses. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, focusing on fundamental analysis and proprietary model portfolios with a long-term investment orientation.
Series 65
Kokomo, IN
Milestone Asset Management, LLC
Jared Foote is a financial advisor with Milestone Asset Management, LLC, holding a Series 65 designation. He has been in the industry since 2022, with prior experience at WealthPoint Advisors and New York Life. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets across about 1,200 client relationships, utilizing a combination of internally managed and third-party model portfolios with discretionary management and a tactical and strategic investment approach.
Series 63, Series 65
Kokomo, IN
Milestone Asset Management, LLC
Thomas Hayes is a financial advisor with Milestone Asset Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Alphastar Capital Management and Brookstone Capital Management, and he leads Hayes Advisory Group, where he also provides insurance sales and advice. Outside of his advisory roles, Hayes serves on the board of The Prepare Institute, where he teaches retirement classes. Milestone Asset Management offers discretionary asset management and modular financial planning primarily to individuals, including high-net-worth households, as well as trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches, utilizing firm-developed and third-party model portfolios alongside various sub-advisers and derivative-based strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")