Sycamore Financial Group
46yrs
Top advisor by experience in Kokomo
28yrs
Otto Ray has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Kokomo, Indiana. Otto joined Creative Financial Designs in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Otto holds the CFP® designation.
One of 148 advisors with offices in Kokomo, and one of 136 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% 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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowCreative Financial Designs, Inc.Current firm
Contact Otto
(765) 453-9600Creative Financial Designs main office 2704 S Goyer RdKokomo, IN 46902Office · Get directions
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Questions to ask Otto
Tailored to Otto’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 Otto
How do I contact Otto?
Call Creative Financial Designs at (765) 453-9600 and ask for Otto Ray. Otto works from the Kokomo, IN office.
How long has Otto been a financial advisor?
Otto has been in the industry since 1998, about 28 years. Top 20% by experience in Indiana.
What licenses does Otto hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Otto a fiduciary?
Otto is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Otto paid?
Creative Financial Designs reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Otto 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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