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
19 years
Location
Orland, CA 95963
Creative Financial Designs, Inc.
Multi-team
Paul Betenbaugh is a financial advisor at Creative Financial Designs, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Creative Financial Designs and CFD Investments since 2018, following prior roles at Securities America Advisors and Securities America Inc. Betenbaugh is also licensed as an insurance agent. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive to tactical management, 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
Orland, CA
1165 Hoff Way, Ste 202
Orland CA 95963
Advisors at this office
1
California
19 years of industry experience
Creative Financial Designs
2018 - Present • 8 years
Kokomo, IN
CFD Investments
2018 - Present • 8 years
Kokomo, IN
Unemployed
2017 - 2018 • 1 year
Orland, CA
Securities America Advisors
2016 - 2017 • 1 year
Orland, CA
Securities America Inc
2016 - 2017 • 1 year
Orland, CA
Edward Jones
2006 - 2016 • 10 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 66
Orland, CA
Edward Jones
Megan Rudolph is a financial advisor at Edward Jones with a Series 66 designation. She has held roles at Edward Jones since 2022, alongside experience in education and a brief tenure at Jitter Bean Coffee Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and investment solutions, managing over $1 trillion in assets with a nationwide network of financial advisors and branch offices.
Series 66
Hamilton City, CA
LPL Financial
Kenneth Mason is a financial advisor with LPL Financial, holding a Series 66 designation and 38 years of industry experience. His prior roles include positions at SagePoint Financial, OSAIC Services, and American General Securities. Outside of his advisory work, he serves as a junior varsity coach at Hamilton High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
ChFC®, Series 63, Series 66
Orland, CA
Edward Jones
Joyce Yancy is a financial advisor at Edward Jones with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2016, she worked at Avantax Advisory Services from 2008 to 2016. Outside of her advisory work, she is the owner of a business involved in harvesting and bagging at Mandarin Orchard in Orland, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.
Series 66
Corning, CA
Edward Jones
Vanessa Haro is a financial advisor at Edward Jones in Corning, CA, with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she serves on the board and finance committee of the Community Housing Improvement Program, a nonprofit organization, and is involved with Soroptimist International of Chico and the Bidwell Lady Niner's Twilight Summer Golf Club. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and managed solutions. The firm is notable for its extensive network of advisors and branch offices, affiliated mutual funds, and additional financial services including trust and securities-based lending options.
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