Sycamore Financial Group
46yrs
Top advisor by experience in Kokomo
31yrs
Mark Gray
Financial advisor at Creative Financial Designs
Mark Gray is a fiduciary financial advisor in Kokomo, Indiana, with 31 years in the industry. Mark joined Creative Financial Designs in 2009, after two years at WFG Advisors. Creative Financial Designs offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 148 advisors with offices in Kokomo, and one of 136 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 15% by experience in Indiana
Office2704 S Goyer Rd, Kokomo, IN 46902
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$275,989
Advisors at the firm162
States licensed ?1 state
Services through Creative Financial Designs
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowCreative Financial Designs, Inc.Current firm
- Nov 2007 – Aug 2009WFG Advisors, LPPreviously
Contact Mark
(765) 453-9600Creative Financial Designs main office 2704 S Goyer RdKokomo, IN 46902Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Creative Financial Designs at (765) 453-9600 and ask for Mark Gray. Mark works from the Kokomo, IN office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1996, about 31 years. Top 15% by experience in Indiana.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Creative Financial Designs reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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