Advisor at Creative Financial Designs, Inc.
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.
Location
Frankenmuth, MI 48734
Credentials
Series 63, Series 66
Industry experience
24 years
Robert Britton is a financial advisor with Creative Financial Designs, Inc. in Frankenmuth, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Creative Financial Designs since 2014 and also owns Robert H Britton & Associates, LLC, which provides financial planning and related services. Creative Financial Designs serves a wide range of clients including individuals, charitable organizations, corporate clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm utilizes asset-class model allocations based on third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of 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
7385 E Ronrick Pl
Frankenmuth, MI 48734
Michigan
Creative Financial Designs, Inc.
2014 - Present (12 years)
Cfd Investments, Inc.
2014 - Present (12 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.
CFP®, ChFC®, Series 63, Series 65
Bridgeport, MI
Tim Crawford CPA
Timothy Crawford is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is the principal of Tim Crawford CPA, an independent firm he has led since 2002. Prior to founding his firm, he worked for nine years at GWN Securities Inc. Outside of advisory work, he serves as president of TIM CRAWFORD, CPA, PC, which provides tax preparation and accounting services. Tim Crawford CPA is a CPA-based independent registered investment adviser serving individual, high-net-worth, corporate, and retirement plan clients. The firm combines accounting and insurance services with investment advisory work, referring clients to third-party managers and managing a broad investment universe without trading or holding custody of client assets.
Series 63, Series 65
Saginaw, MI
Kuli Capital Management
Christopher Kuligowski is the sole advisor at Kuli Capital Management in Saginaw, MI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has led Kuli Capital Management since its founding in 2010. Kuli Capital Management provides fee-based investment advisory and financial planning services to individual clients as well as institutional clients such as credit unions and municipalities. The firm utilizes a tactical allocation approach that incorporates both fundamental and technical analysis across a broad range of public securities to manage risk and pursue performance.
ChFC®, Series 63, Series 65
Saginaw, MI
Great Lakes Retirement Solutions, Inc.
David Becker is a ChFC® with 37 years of industry experience, currently serving at Great Lakes Retirement Solutions, Inc. since 2025. He previously worked at Securities Equity Group for 15 years and has operated Premier Financial Group since 1999. Becker is president of Mid Michigan Teen Challenge, a Christian rehabilitation organization. Great Lakes Retirement Solutions serves individual and corporate clients with portfolio management, financial planning, and third-party adviser placement. The firm uses Modern Portfolio Theory for asset allocation and offers both discretionary and non-discretionary management, often engaging in co-adviser arrangements to support client oversight.
Series 66
Saginaw, MI
Great Lakes Retirement Solutions, Inc.
Matthew Starke is a financial advisor with Great Lakes Retirement Solutions, Inc. in Saginaw, MI, holding a Series 66 designation and 15 years of industry experience. He has been with Great Lakes Retirement Solutions LLC since 2013. Outside of advising, he serves as treasurer for Jolt Credit Union. Great Lakes Retirement Solutions serves individual and institutional clients, offering portfolio management, financial planning, and third-party adviser placement. The firm employs individualized asset allocation based on Modern Portfolio Theory and supports client relationships through ongoing monitoring and periodic reviews.
Series 65
Saginaw, MI
Great Lakes Retirement Solutions, Inc.
Paul Card is a Series 65-licensed financial advisor with Great Lakes Retirement Solutions, Inc. in Midland, MI, where he has worked since 2018. He also has over 20 years of experience with Smith & Co, CPA's, PLC, an accounting firm where he provides certified public accountant services. Great Lakes Retirement Solutions serves individual clients, including high-net-worth individuals, as well as corporations and business entities, offering portfolio management and financial planning. The firm employs individualized asset allocation based on Modern Portfolio Theory and often uses co-adviser arrangements to support client relationships.
Series 66
Saginaw, MI
Great Lakes Bay Financial
Bradley Montgomery is a financial advisor at Great Lakes Bay Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Richmark Private Wealth Management, Berthel Fisher & Company Financial Services, and held roles in insurance and legal services. In addition to his advisory work, he maintains a legal practice and works as a sales associate at Home Depot. Great Lakes Bay Financial provides discretionary asset management and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and businesses. The firm uses fundamental and technical analysis to guide portfolio management and offers both full financial plans and consultation engagements tailored to specific client needs.
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