Creative Resources Investment Advisors Employee Directory

Financial ServicesRhode Island, United States2-10 Employees

We are Fee Based - Independent Investment Advisor Representatives, who have have come together to deliver sound Financial Plans centered around our clients' lives.  We believe our clients should feel confident that their financial goals are aligned with our financial planning process.  Our firm serves clients who are busy with their endeavors, and are seeking help with the management of their dynamic financial lives. Our firm provides a Comprehensive Approach and Overarching Financial Plans, which results in quantifiable results. Additionally, by managing our client portfolios in house, our advisors are able to make personalize each investment portfolio which aligns specifically with the investment goals and objectives of our clients.  Creative Resources holds Client Service as its top priority, which results in a highly dedicated, hands on Advisor/Client relationship and ensures Goal Driven results.

Find Creative Resources Investment Advisors employees' phone numbers or email addresses

Creative Resources Investment Advisors Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Creative Resources Investment Advisors's Leadership

  • Stylized image of a person
    C. K.
    Executive Vice President / Partner
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  • Stylized image of a person
    K. K.
    Controller
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  • Stylized image of a person
    A. S.
    Principal
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  • Stylized image of a person
    D. D.
    Senior Account Executive
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  • Stylized image of a person
    P. E.
    Principal
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  • Stylized image of a person
    A. L.
    Financial Analyst
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  • Stylized image of a person
    R. K.
    Customer Care Representative
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  • Stylized image of a person
    S. W.
    Graphic & Web Design Specialist
    Phone icon

Contact profiles from Creative Resources Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. K.
    Executive Vice President / Partner
    Phone icon
    United StatesTexas
    Nov 12, 2025
  • Stylized image of a person
    K. K.
    Controller
    Phone icon
    May 30, 2025
  • Stylized image of a person
    A. S.
    Principal
    Phone icon
    United StatesRhode Island
    Nov 12, 2025
  • Stylized image of a person
    D. D.
    Senior Account Executive
    Phone icon
    UNITED STATES
    Oct 21, 2024
  • Stylized image of a person
    P. E.
    Principal
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    A. L.
    Financial Analyst
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    United StatesArkansas
    Oct 16, 2024
  • Stylized image of a person
    R. K.
    Customer Care Representative
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    S. W.
    Graphic & Web Design Specialist
    Phone icon
    United StatesMinnesota
    Jul 06, 2025

Frequently Asked Questions

What is Creative Resources Investment Advisors known for?

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Creative Resources Investment Advisors was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 4000 Chapel Hill Boulevard, #1003. Explore Creative Resources Investment Advisors's company overview page for more information.

What is Creative Resources Investment Advisors's most common email format?

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Creative Resources Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Creative Resources Investment Advisors email formats with LeadIQ.

How many employees does Creative Resources Investment Advisors have currently?

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Creative Resources Investment Advisors has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Creative Resources Investment Advisors's key employees and leadership?

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As of December 2025, Creative Resources Investment Advisors's key employees include:

  • Executive Vice President / Partner: C. K.
  • Controller: K. K.
  • Principal: A. S.
  • Senior Account Executive: D. D.
  • Principal: P. E.

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