Our Qualifications

Creative Financial Strategies, Inc.(CFS),is a New Hampshire Registered Investment Advisory Firm* formed by the firm's president, Kevin M. O'Brien. Kevin has been involved in financial, retirement and estate planning since 1975. Kevin holds the following securities licenses:

Series 6 - Investment Company Products/Variable Contracts Representative (IR)

Series 7 - General Securities Representative (GS)

Series 22 - Direct Participation Programs Representative (DR)

Series 24 - General Securities Principal (GP)

Series 26 - Investment Company Products/Variable Contracts (IP)

Series 63 - Uniform Securities Agent

Kevin is currently securities licensed in the following states: CA DE FL ME NH NY VT and is a Registered Representative of Purshe Kaplan Sterling Investments** Kevin also holds Life and Accident & Health insurance licenses in the following states: NH, ME, MA, NY, CA & FL

*Creative Financial Strategies, Inc.("CFS") is a Registered Investment Advisor in the state of New Hampshire. This shall not be deemed to be a solicitation in any jurisdiction where "CFS" is not registered to conduct business.