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Robert A. Marsh

Advisor at Fidelity — Swayzee, IN

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Swayzee, IN

Fidelity logo

Fidelity

Institution

Total advisors

16,976

Across 1,868 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Robert Marsh is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive expertise in fund advisory, model portfolios, and regulatory compliance within the investment industry.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Swayzee, IN

Swayzee IN

Advisors at this office

1

Most active in

Indiana · Texas

Work history

33 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Personal and Workplace Advisors

2018 - Present • 8 years

Boston, MA

FIDELITY iNVESTMENTS

2010 - Present • 16 years

Covington, KY

Disclosures

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

Business activities & affiliations

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Kurt S

Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

Kurt Supe is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Supe Culpepper Inc DBA Creative Financial Group and related entities since 2006, focusing on insurance, tax planning, and financial services. Outside of advisory work, Supe is involved in tax planning and preparation, online retail sales, and authoring tax-related content for Amazon. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm uses a model-driven investment approach informed by third-party research and offers various strategies including Biblical Responsible Investing, with flexible billing and execution options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Mickey O

CFP®, ChFC®, Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

Mickey Owens is a financial advisor with Creative Financial Designs, Inc., holding the CFP® and ChFC® designations and over 40 years of industry experience. He has been with Creative Financial Designs since 1997 and has extensive prior experience in related financial and insurance roles. Owens is also president and owner of a tax preparation and bookkeeping service. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and modular financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and affiliated services in insurance, tax, and real estate.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Ryan W

Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

Ryan Williams is a financial advisor at Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been associated with CFD Investments, Inc. since 2005. Williams also owns Williams Financial Consulting, LLC, a business established for tax purposes, and is involved in independent insurance sales. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm uses asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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James B

Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

James Boys is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes multiple tenures at Creative Financial Designs and involvement with Boys & Collins Financial Group, where he also engages in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients, offering investment management, financial planning, and consulting services. The firm uses asset-class model allocations aligned with defined risk objectives and operates Biblically Responsible Investing strategies alongside other portfolio features.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Christopher R

ChFC®, Series 66

Kokomo, IN

Creative Financial Designs, Inc.

Christopher Rockey is a ChFC® and holds a Series 66 license with 17 years of industry experience. He has been with Creative Financial Designs, Inc. since 2008. Outside of his advisory role, he is a co-owner of farm ground in Tipton and Howard County. Creative Financial Designs serves individual and institutional clients with investment management, retirement planning, and financial consulting through a network of advisers. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies including Biblical Responsible Investing, along with flexible billing arrangements and specialized services.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Barry H

Series 63, Series 66

Kokomo, IN

Creative Financial Designs, Inc.

Barry Hickey is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Eagle Flight Wealth Management since 2011. Outside of advisory work, he serves as an instructor for a Biblical Stewardship series and is involved with Crown Money Map Coach. Creative Financial Designs serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment management and comprehensive financial planning. The firm utilizes a research-driven, asset-class model allocation approach and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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