A complete list of active advisors currently associated with Creative Financial Solutions, LLC

Warmer can help you find a great advisor at Creative Financial Solutions, LLC or one who fits your needs even better.

Creative Financial Solutions primarily provides comprehensive financial planning and related advisory services to individuals, families, small businesses and trusts, covering investment analysis, tax and retirement projections, cash‑flow and education planning, insurance reviews and estate planning. Investment recommendations and execution are handled through the advisors’ dual registrations with an affiliated broker‑dealer/RIA and third‑party custodians, rather than through CFS holding or managing client assets directly. The firm’s investment process is driven by financial‑planning software and third‑party research (for example Morningstar), and commonly employs mutual funds, ETFs, annuities and other pooled vehicles; written planning reports and periodic reviews are used to track progress. Fee arrangements center on planning fees, annual retainers and limited‑scope fee‑for‑service engagements, and CFS does not itself offer wrap programs, discretionary asset management, or custody of client funds. Compared with typical investment‑manager firms, CFS is noteworthy for relying on planning and retainer/fee‑for‑service models instead of percentage‑of‑assets‑under‑management arrangements, and for advisors who derive a substantial portion of compensation from commissions while also being licensed to sell insurance. The firm’s advisors engage in outside business activities (including real estate interests) and operate as a small, multi‑branch advisory team that defers brokerage and discretionary management to affiliated custodial and advisor platforms.

To learn more about the advisors currently working at Creative Financial Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.