All of our Advisers start off at 75% on the Broker/Dealer side, 90% to 100% on the Registered Investment Adviser side, and 90% on the Fixed Insurance/Annuity side. If an Adviser is coming into our Broker/Dealer under a Registered Principal who is recruiting new Advisers, that Registered Principal receives a 5% to 20% override on the Reps in his/her office.
As an Independent Adviser, you may choose to place your Fixed Insurance and Annuity business (except EIA) away from our firm. However, we will pay 90% of the Street Level and GA Override on all Fixed business, plus combine the overall production with your Broker/Dealer and Fee based business to arrive at your B/D Bonus Level, resulting in a potentially higher overall payout.
|Dealer Concession||Effective Payout|
|$0 - $49,999||75%|
|$50,000 - $99,999||80%|
|$100,000 - $149,999||85%|
|$150,000 - $249,999||88%|
|$250,000 - $499,999||90%|
|$500,000 - $999,999||91%*|
Payout schedule is established based on trailing 12 month gross dealer concession.
*All Advisers will start the year off at 75-90%, and payout percentages are not retroactive to Dollar One. As a result, only concessions exceeding the $500,000 threshold will be paid out at the higher percentage rate.
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Creative Financial Centre
2704 South Goyer
Kokomo, IN 46902
For more information, contact Brent Owens, President/Director of Operations.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.