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Richard Glenn Mcdaniel

Advisor at Creative Financial Designs, Inc. — Gallipolis, OH

Updated today

Credentials

Series 66

Experience

20 years

Location

Gallipolis, OH 45631

Creative Financial Designs, Inc. logo

Creative Financial Designs, Inc.

Multi-team

Total advisors

162

Across 81 offices

Clients per advisor

65 Typical

Avg AUM per client

$275,989 Very Low

HNW client ratio

4% Very Low

About

Richard Mcdaniel is a financial advisor at Creative Financial Designs, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Creative Financial Designs since 2013. In addition to his advisory role, Mcdaniel owns and operates Rick McDaniel Income Tax Service, which he has managed since 1980. Creative Financial Designs serves a diverse client base, including individuals, charitable organizations, corporate clients, and retirement plans, offering investment management and financial planning through both model portfolios and adviser-directed strategies. The firm employs a research-driven, asset-class allocation approach and provides a range of investment options, including Biblical Responsible Investing strategies.

Client services

Based on Creative Financial Designs, Inc.

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Creative Financial Designs, Inc.

ESG / Sustainable investing Options & derivatives strategies

Demographic focus

Based on Creative Financial Designs, Inc.

Religious/faith focused

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Fee options

Percentage

$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

Project-based

Hourly fee up to $350 per hour, negotiable

Subscriptions

Retainer fees from $25 per month up to $3,500 per month, negotiable

Other

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

Location

See office

Gallipolis, OH

19 Locust Street, P.O. Box 802

Gallipolis OH 45631

Advisors at this office

1

Most active in

Ohio

Work history

20 years of industry experience

Creative financial Designs

2013 - Present • 13 years

Kokomo, IN

CFD Investments Inc

2013 - Present • 13 years

Kokomo, IN

Rick McDaniel Income Tax Service

1980 - Present • 46 years

Gallipolis, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ashley R

Series 66

Point Pleasant, WV

Steward Partners Investment Advisory, LLC

Ashley Rowell is a financial advisor at Steward Partners Investment Advisory, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked with firms including Cetera and Securian Financial Services. Outside of her advisory role, she is involved in managing residential real estate rental properties in Point Pleasant, WV, and Gallipolis, OH. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, and nonprofits, offering a variety of portfolio management and financial planning services through both proprietary and third-party solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Mark S

Series 63, Series 66

Gallipolis, OH

Robert Baird & Co.

Mark Smith is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio. He holds Series 63 and Series 66 licenses and has 44 years of industry experience. Prior to joining Robert Baird & Co. in 2019, he worked at Hilliard Lyons starting in 2005. Robert Baird & Co.’s DDK Group, where Mark Smith is a team member, advises individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner

Jennifer R

Series 66

Gallipolis, OH

Edward Jones

Jennifer Rose is a financial advisor with Edward Jones in Gallipolis, Ohio, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Big Wheel Carryout and Farmers Bank and Savings Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor network, extensive branch footprint, and affiliated services beyond traditional advisory capabilities.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Nicholas S

Series 66

Gallipolis, OH

Robert Baird & Co.

Nicholas Smith is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio, holding a Series 66 designation and six years of industry experience. He has been with Robert Baird & Co. and J.J.B. Hilliard W.L. Lyons, LLC since 2019 and previously worked at Mountwest Community & Technical College for ten years. Outside of his advisory role, he is a co-founder of Vivid Anatomy, Inc., a company that produces smoked hot pepper powders, and serves as a board member of the Gallia County Port Authority. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services combining in-house and third-party managers across a range of traditional and non-traditional strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Anthony S

Series 63, Series 66

Gallipolis, OH

Raymond James Financial

Anthony Sola is a financial advisor with Raymond James Financial Services Advisors Inc. in Gallipolis, Ohio. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. In addition to his advisory role at Raymond James, he is also employed by Peoples Bank, where he is involved in securities sales and financial advising. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Brandy R

Series 63

Gallipolis, OH

Robert Baird & Co.

Brandy Richards is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over 16 years at Hilliard Lyons. Richards holds the Series 63 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and multiple investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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