Peoria, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Creative Financial Designs, Inc.
Multi-team
Firm-wide stats for Creative Financial Designs, Inc.
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
Based on Creative Financial Designs, Inc.
Location
4924 N Renwood
Peoria IL 61614
Advisors at this office
2
Advisors at this office
Bryce B
CFP®, ChFC®, Series 63, Series 65
Peoria, IL
Creative Financial Designs, Inc.
Bryce Breeden is a financial advisor at Creative Financial Designs, Inc. with six years of industry experience. He holds the CFP® and ChFC® designations and has worked at Breeden & Associates, LTD since 2018, where he serves as a staff accountant and payroll manager in addition to his advisory role. Creative Financial Designs serves individual, corporate, and institutional clients, offering investment management and financial planning with a focus on asset-class model allocations and multiple risk objectives. The firm provides a variety of advisory and billing options and publishes strategy materials, including Biblically Responsible Investing strategies.
Stuart B
Series 63, Series 65
Peoria, IL
Creative Financial Designs, Inc.
Stuart Breeden is a financial advisor with Creative Financial Designs, Inc. in Peoria, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He is president of Breeden & Associates, Ltd., where he also works as an accountant/CPA, and he is involved in independent insurance sales. 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 a suite of Biblical Responsible Investing options.
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