Creative Financial Solutions, LLC
Firm details
- Headquarters
- Washington Court House, Ohio
- CRD number
- 120153
- Website
- www.cfsplanning.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Creative Financial Solutions, LLC is organized as a limited liability company with individual ownership. The firm provides financial planning services and charges clients on an hourly or fixed-fee basis rather than through asset-based advisory fees. FINTRX flags the adviser as unclassified and indicates it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The year of SEC registration is not reported.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Mark Casto
Certified Financial PlannerCRD 4055755
Jeremy Kelley
Certified Financial PlannerCRD 5549094
Steven Smith
Financial Advisor and Registered RepresentativeCRD 1624159
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington Court House, OH
Fayette
Location
Washington Court House, OH
Headquartered in Washington Court House, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Fayette
- Address
- 310 E Court St
- Time zone
- ET (UTC-5)
- Office locations
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