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Investment Advisory Services

Creative Asset Solutions, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(859) 372-6727Write a Review

About

Important information

  • Additional Info:
    This business is headquartered in Clinton Township, MI.  A separate BBB Business Review on the headquarters is available.

Overview

Creative Asset Solutions, LLC

7310 Turfway, Suite 550

Florence

Florence, KY 41042

View Service Area
See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Closed
Closed

Find a Location

Creative Asset Solutions, LLC has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    BBB Accreditation & Rating

    Creative Asset Solutions, LLC is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

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    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

    BBB Accredited Since: 12/10/2014

    Years in Business: 19

    Products and Services

    The Retirement Umbrella book, The Alligator Report, Financial Planning, Insurance Planning, Legacy Planning, Retirement Income Planning, Wealth Management

    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: Email this Business
    Social Media

    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

    301-5906500Website

    BBB records show a license number of 37170 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 5/31/2027.

    Ohio Department of Insurance

    50 W. Town Street, Third Floor Suite 300

    Columbus OH 43215

    800-6861526Website

    BBB records show a license number of 331100 for this business, issued by Kentucky Department of Insurance. The expiration date of this license is 5/31/2028.

    Kentucky Department of Insurance

    215 West Main Street

    Frankfort KY 40601

    800-5956053Website

    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

    202-9427040

    Additional Information

    Other Resources
    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

    Latest Reviews

    • MARILYN Z

      "I have been a client for almost 18 years, and have been given great advice. My assets were not growing elsewhere in shaky markets, and I have seen a fairly steady growth."

    View all Reviews

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