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Kregg Jerrod Rooze

CREATIVE FINANCIAL DESIGNS, INC.·KOKOMO, Indiana
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2704 S GOYER RD, KOKOMO, IN 46902CRD# 3174063Firm CRD# 109032
01

About

Kregg Jerrod Rooze 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
View all advisors at CREATIVE FINANCIAL DESIGNS, INC. →
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# 3174063
Firm CRD# 109032
10 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kregg Jerrod Rooze offer?
Kregg Jerrod Rooze specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KOKOMO, Indiana for a consultation.
What are Kregg Jerrod Rooze's credentials?
Kregg Jerrod Rooze is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kregg Jerrod Rooze located?
Kregg Jerrod Rooze 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 Kregg Jerrod Rooze charge for services?
Kregg Jerrod Rooze'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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Other advisors in KOKOMO
Melissa M Griffin — CREATIVE FINANCIAL DESIGNS, INC.Stewart K Worthley — CREATIVE FINANCIAL DESIGNS, INC.Dennis Kelly Dawson — CREATIVE FINANCIAL DESIGNS, INC.Brooke Leigh Rockey — CREATIVE FINANCIAL DESIGNS, INC.Brent Anthony Owens — CREATIVE FINANCIAL DESIGNS, INC.
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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