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Christopher M Rockey

CREATIVE FINANCIAL DESIGNS, INC.·KOKOMO, Indiana
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2704 S GOYER RD, KOKOMO, IN 46902CRD# 5504531Firm CRD# 109032
01

About

Christopher M Rockey is a registered financial advisor based in KOKOMO, Indiana, affiliated with CREATIVE FINANCIAL DESIGNS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CREATIVE FINANCIAL DESIGNS, INC.
CREATIVE FINANCIAL DESIGNS, INC.
AUM
$2.1B
Regulatory assets under management
Employees
152
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 5504531
Firm CRD# 109032
10 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher M Rockey offer?
Christopher M Rockey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KOKOMO, Indiana for a consultation.
What are Christopher M Rockey's credentials?
Christopher M Rockey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher M Rockey located?
Christopher M Rockey is based in KOKOMO, Indiana, working with CREATIVE FINANCIAL DESIGNS, INC.. Their office serves clients in the KOKOMO metropolitan area and surrounding communities.
How does Christopher M Rockey charge for services?
Christopher M Rockey's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREATIVE FINANCIAL DESIGNS, INC.?
CREATIVE FINANCIAL DESIGNS, INC. has approximately 152 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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