Boise, ID Office

Team
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Creative Financial Designs, Inc. logo

Creative Financial Designs, Inc.

Multi-team

Firm-wide stats for Creative Financial Designs, Inc.

Total advisors

162

Across 82 offices

Clients per advisor

65 Typical

Avg AUM per client

$275,989 Very Low

HNW client ratio

4% Very Low

About

Creative Financial Designs serves individual clients (including both non‑HNW and high‑net‑worth households), corporate and institutional clients, and employer retirement plans. The firm offers discretionary and non‑discretionary investment management across Brokerage Management, Self‑Directed and Variable Annuity platforms, as well as financial planning and modular consulting; advisory billing is typically percentage‑of‑AUM, with alternative hourly, retainer and flat planning arrangements available.

The firm structures portfolios using asset‑class model allocations and five risk objectives (Conservative through Aggressive), relying on third‑party research and an Executive Investment Committee to set and adjust models; it also offers a suite of implementation features such as Optional Cash Allocation and an Allocate‑Over‑Time option. Creative publishes strategy brochures and operates Biblically Responsible Investing strategies that use independent third‑party screening to limit exposure to certain industries, and it manages held‑away accounts and variable annuity subaccounts subject to available product menus.

Several operational features distinguish Creative from many peers: it offers subscription/retainer options (ranging from $25 per month up to $3,500 per month) and documents loan programs and other arrangements for financial professionals. The firm is closely affiliated with an in‑house broker/dealer and other related businesses (including an insurance agency, tax/bookkeeping services and a related real‑estate agency), maintains a corporate sponsorship program that supports training and events, and discloses a prior SEC matter concerning mutual fund share‑class selection and revenue‑sharing in its ADV.

Based on Creative Financial Designs, Inc.

Expertise

ESG / Sustainable investing Options & derivatives strategies

Based on Creative Financial Designs, Inc.

Demographic focus

Religious/faith focused

Based on Creative Financial Designs, Inc.

Location

5440 W Franklin Rd 202

Boise ID 83705

Advisors at this office

5

Advisors at this office

user avatar

Ryan D

Series 66

Boise, ID

Creative Financial Designs, Inc.

Ryan Deamicis is a financial advisor at Creative Financial Designs, Inc. in Boise, ID, holding a Series 66 designation with 11 years of industry experience. Prior to his advisory role, he worked at American Pizza from 2019 to 2021. Outside of finance, he serves as a worship leader contractor, helping with worship activities and teaching worship music lessons. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs a research-driven investment process across multiple strategies, including Biblical Responsible Investing, and offers both discretionary and non-discretionary management options.

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

Nathaniel C

Series 66

Boise, ID

Creative Financial Designs, Inc.

Nathaniel Carroll is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 66 designation and has additional roles as a part-time consultant for Pro Football Focus and an analyst for Bronco Nation News, where he provides sports analysis on Boise State football and basketball. Creative Financial Designs serves individual, corporate, and institutional clients with investment management and financial planning services. The firm uses asset-class model allocations and risk-based portfolios, supported by third-party research and an Executive Investment Committee, and offers a range of advisory arrangements including Biblically Responsible Investing strategies.

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

Mark S

Series 65

Boise, ID

Creative Financial Designs, Inc.

Mark Schick is a Series 65-credentialed advisor at Creative Financial Designs, Inc. with one year of industry experience. He is also involved as an operating manager and financial coach at Christian Wealth Management. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

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

Joseph V

Series 66

Boise, ID

Creative Financial Designs, Inc.

Joseph Verissimo is a financial advisor with Creative Financial Designs, Inc. He holds a Series 66 designation and has 17 years of industry experience. His work history includes roles at Ethos Academy, Foreside Financial Services, and Inspire Investing. Outside of his advisory work, he teaches a Dave Ramsey Financial Peace class at a local hybrid school. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

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

Douglas H

Series 66

Boise, ID

Creative Financial Designs, Inc.

Douglas Hanson is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 designation and seven years of industry experience. He previously worked at Thrivent Financial and teaches accredited Bible courses at the Biblical Studies Center. Creative Financial Designs serves individual, charitable, corporate, and 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 including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
View complete list of advisors at this office
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