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Greg Mankey, AAMS®

Greg Mankey, AAMS®
Other Names: Greg Mankey, Gregory Allen Mankey
Firm:
DBA:

Masthead Advisory Group

Additional Firm:
Type: Dual Registration

Description

Gregory Mankey a financial professional at Creative Financial Designs, Inc., a $524M dollar RIA based in Kokomo, IN. Gregory is also registered with Cfd Investments, Inc.. Gregory has held an industry securities registration for 7 years and is subject to SEC and FINRA oversight.

BrightScope Advisor Metrics

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Answers and Guides

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Level 1 Level 1 Contributor 0 Answers and 0 Financial Guides

Top Answers

Greg Mankey, AAMS® has not answered any questions on Financial Q&A.

Top Guides

Greg Mankey, AAMS® has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Advisor Information

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Articles/Publications

Indianapolis Five Star Wealth Managers Announced

Indianapolis Five Star Wealth Managers Announced - Area Wealth Managers Qualify for Award Based on Consumer Research as Reported by Indianapolis Monthly

Firm Client Types

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ownership pie chart
Individuals
High Net Worth Individuals
Banking or Thrift Institutions
Pension and Profit Sharing Plans
Corporations or Other Businesses
Charitable Organizations
Other Pooled Investment Vehicles

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Cfd Investments, Inc. 3 years May 2010 - Present
Creative Financial Designs, Inc 3 years May 2010 - Present
Masthead Advisory Group 3 years, 1 month Apr 2010 - Present
Edward Jones 5 years, 9 months Aug 2004 - May 2010
Cummins Inc. 1 year, 1 month Jul 2003 - Aug 2004
Cummins Power Generation 2 months Apr 2003 - Jun 2003
Cummins Power Rent 3 years, 8 months Jul 1999 - Mar 2003
U S Naval Reserve 16 years, 3 months May 1988 - Aug 2004
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 12/09/2010, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
License Status
Registered
Registered
Disclosures

No Disclosures Found

No Disclosures Found

As of Date
12/09/2010
06/27/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
Uniform Combined State Law Examination Series 66 01/30/2007
Uniform Securities Agent State Law Examination Series 63 10/28/2004
General Securities Representative Examination Series 7 10/25/2004

Advisor Compensation Arrangements

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Types of Compensation Arrangements

Compensation Arrangement Chart