Springfield, MO 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
1426 E Bradford Pkwy, Suite A
Springfield MO 65804
Advisors at this office
2
Advisors at this office
James H
Series 63, Series 65
Springfield, MO
Creative Financial Designs, Inc.
James Hoodenpyle is a financial advisor at Creative Financial Designs, Inc. in Springfield, MO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies (NY Life) and Strategic Wealth Solutions, where he is a partner. He is also engaged in insurance brokering for non-registered insurance products. Creative Financial Designs serves individual, corporate, and institutional clients, as well as employer retirement plans, offering both discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations with multiple risk objectives and provides unique implementation features, including Biblically Responsible Investing strategies.
Jeremy B
Series 66
Springfield, MO
Creative Financial Designs, Inc.
Jeremy Braden is a financial advisor with Creative Financial Designs, Inc. and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at New York Life Insurance Company and Waddell & Reed, Inc. Outside of his advisory work, he co-owns and manages operations at Braden Family Farm, LLC. 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 various strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary management options.
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