CREATIVE FINANCIAL PLANNING ADVISORS, INC.

CREATIVE FINANCIAL PLANNING ADVISORS, INC. of SOUTH BEND, IN is an SEC-registered investment adviser (CRD 127878). Regulatory assets under management: $30.4M.

Registration

• CRD: 127878
• Type: Registered investment adviser
• Location: 5652 YELLOW WOOD DRIVE, SOUTH BEND, IN, 46614-5565
• Phone: (574) 232-8000
• Latest filing: 2026-03-31
• Regulatory AUM: $30.4M
• Discretionary AUM: $30.4M
• Clients: 1
• Accounts: 78

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127878 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search