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Business Profile

Investment Advisory Services

Creative Asset Solutions, LLC

About

Important information

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

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: Email this Business

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

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.

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