Business ProfileforCreative Asset Solutions, LLC
Additional business information
At-a-glance
Customer Reviews are not used in the calculation of BBB Rating
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Overview
Creative Asset Solutions, LLC in Burlington, KY offers:
Asset Strategies
Estate Planning
Medicaid Planning
Retirement Income Planning
Tax-Efficient Solutions
Investment Planning
Business Details
This is a multi-location business.
- Location of This Business
- 7310 Turfway, Suite 550 Florence, Florence, KY 41042
- BBB File Opened:
- 11/10/2014
- Years in Business:
- 17
- Business Started:
- 1/1/2007
- Business Incorporated:
- 7/10/2007
- Accredited Since:
- 12/10/2014
- 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
These agencies may include:
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.These agencies may include:
Ohio Department of Insurance
50 W. Town Street, Third Floor Suite 300
Columbus OH 43215
https://www.insurance.ohio.gov/
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.These agencies may include:
Kentucky Department of Insurance
215 West Main Street
Frankfort KY 40601
https://insurance.ky.gov/kentucky/
BBB records show a license number of 2355759 for this business, issued by Securities and Exchange CommissionThese agencies may include:
Securities and Exchange Commission
450 5th Street, N.W.
Washington DC 20549
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management
- Mr. Kevin Bard, Owner
- Contact Information
Principal
- Mr. Kevin Bard, Owner
Customer Contact
- Mr. Kevin Bard, Owner
- Additional Contact Information
Fax Numbers
- (859) 818-0409Primary Fax
Phone Numbers
- (859) 640-2782Other Phone
Email Addresses
- Customer Service
- (859) 818-0409
Customer Complaints
0 Customer Complaints
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1 Customer Reviews
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Most Recent Customer Review
MARILYN Z
5 stars08/25/2023
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