About
Important information
- Additional Info:This business is headquartered in Clinton Township, MI. A separate BBB Business Review on the headquarters is available.
Overview
BBB Accredited Since: 12/10/2014
Years in Business: 18
BBB Accreditation & Rating
About This Business
Creative Asset Solutions, LLC in Burlington, KY offers:
Asset Strategies
Estate Planning
Medicaid Planning
Retirement Income Planning
Tax-Efficient Solutions
Investment Planning
Business Details
- Local BBB:
- BBB Cincinnati
- BBB File Opened:
- 11/10/2014
- Business Started:
- 1/1/2007
- Business Incorporated:
- 7/10/2007
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Kevin Bard, Owner
Additional Contact Information
- Principal Contacts
- Mr. Kevin Bard, Owner
- Customer Contacts
- Mr. Kevin Bard, Owner
- Fax numbers
- Primary Fax: (859) 818-0409
- Additional Phone Numbers
- Other Phone: (859) 640-2782
- Additional Email Addresses
- Customer Service:
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 2355759 for this business, issued by FINRA
FINRA
1735 K Street, NW
Washington DC 20006
BBB records show a license number of 37170 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 5/31/2025.
Ohio Department of Insurance
50 W. Town Street, Third Floor Suite 300
Columbus OH 43215
BBB records show a license number of 331100 for this business, issued by Kentucky Department of Insurance. The expiration date of this license is 5/31/2026.
Kentucky Department of Insurance
215 West Main Street
Frankfort KY 40601
BBB records show a license number of 2355759 for this business, issued by Securities and Exchange Commission
Securities and Exchange Commission
450 5th Street, N.W.
Washington DC 20549
Additional Information
- Referral Assistance
- BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.
- Business Categories
- Investment Advisory Services
More Resources
Featured Content
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.