Sidney, OH 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
2551 W. Michigan St.
Sidney OH 45365
Advisors at this office
2
Advisors at this office
Adam F
CFP®
Sidney, OH
Creative Financial Designs, Inc.
Adam Fullenkamp is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. since 2021. He also works with Seniormark LLC, where he is involved in soliciting Medicare Health Insurance. Creative Financial Designs serves individual and institutional clients, offering investment management and financial planning through various strategies, including a notable suite of Biblical Responsible Investing options. The firm employs asset-class model allocations informed by third-party research and provides both discretionary and non-discretionary management across a broad range of investment approaches.
Daniel H
CFP®, Series 66
Sidney, OH
Creative Financial Designs, Inc.
Daniel Hoelscher is a CFP® professional with 16 years of industry experience. He is the managing member of SeniorMark, LLC and has been associated with the firm since 2009. He also has experience at Creative Financial Design, Inc. and has worked as an independent insurance agent since 1997. Outside of his advisory roles, Hoelscher serves as president and teacher for LoveTruthFully, Inc., a nonprofit focused on Christian education. SeniorMark, LLC is a registered investment adviser that serves retail and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides advisory services through an affiliated registered adviser, Creative Financial Design, Inc., which manages client portfolios on a discretionary basis.
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