WiserAdvisor
Featured Business Business Profile Advertise
Denver Financial Advisors
Creative Financial Solutions Inc.
9800 Mt. Pyramid Ct. Suite 400
Denver, CO 80112
(720) 381-2032
Visit Website
“Because Money Doesn't Come With Instructions”
Advisor Profile
Name:  David Repka
Phone Number:  (720) 381-2032
Website:  Visit Website
Disclosure Link:
Please view our website at w...
ADV Form II Link:
Please view our website.

Request More Information
Services:
First name:
Last name:
Email:
Phone: -
Best Time:
Disclaimer
Please view our website.

Business Description

Creative Financial Solutions is an independent fee based firm, providing financial planning and investment management services for one low fee. We were also just nominated as one of the top financial advisor's for 2009, and received the pretigious 5 star rating for best in client satisfaction. This award is only given to the top 7% of advisors in Colorado.

We provide a personalized long-term relationship, with a strong emphasis on client education and awareness. Our primary focus is helping you tame the complexity of your financial affairs, so you can relax, and enjoy life without worrying about your money. CFS is designed to help you reach financial freedom sooner than would be possible on your own, and at a much lower cost.

Our firm has nothing to sell but our nationally recognized expertise, and our many years of experience helping people make the most of their assets, achieve their personal and financial goals, and fulfill their dreams for the future. After helping hundred's of individuals, family's and retiree's since 1986, we understand all of the necessary steps towards reaching success.

Don't be amoung the vast majority that never achieve true financial independence. Remember: People do not plan to fail, they fail to plan!

We provide a FREE consultation with flexible office hours, so why not take a little time and discover for yourself how easy it is to greatly improve your financial life.
 

General Information

Gender:    Male
CRD#:    114070
Insurance License#:    12087
Name of Custodial Firm:    Charles Schwab & Co. Inc
States Licensed in:    CO
States Willing to do Business in:    Any
Years of Experience in Financial Services:    22
Number of Years with Current Firm:    17
Work Experience:    Please see our website for a complete summary.
I work with the following types of clients:    Individual Investors
 

Education

Academic Background
 
Please view our website for a complete summary.
 

Services

Investment Types:    Stocks, Annuities, International Investments, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    REGISTRY CERTIFIED FINANCIAL SPECIALIST
Insurance and Annuity Licenses:    Annuity, Life
Financial Organization Memberships:    Financial Services Organization
Non-Financial Organization Memberships:    Please view our website for a complete summary.
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
Firm's Number of Clients:    100
Firm's Number of Planning Clients:    100
Firm's Number of Managed Clients:    100
Assets Managed by Firm:    $50,000.00
Advisor's Number of Clients:    100
Advisor's Number of Managed Clients:    100
Advisor's Number of Planning Clients:    100
Assets Managed by Advisor:    $50,000,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-only financial professional:    Yes
I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1% yearly
Hourly Rate:    $0
Flat Fee Rate:    $0
Additional Details on Charges:    Our fees are based on the investment assets we are actively managing for you, and range from .50% to 1.25% annually. Our services also include a comprehensive financial plan at no additional cost (a $1500 value).
Minimum Fee Charged for Managed Accounts:    $1,000 yr
Minimum Fee Charged for Hourly Planning Accounts:    N/A
Minimum Fee Charged for Flat Fee Accounts:    $1,000 yr
 
 
 
Prepared By: David Repka