Unclaimed Profile

Kregg Jerrod Rooze

CREATIVE FINANCIAL DESIGNS, INC.·KOKOMO, Indiana

CREATIVE FINANCIAL DESIGNS, INC.

2704 S GOYER RD, KOKOMO, IN 46902CRD# 3174063Firm CRD# 109032

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kregg Jerrod Rooze · KOKOMO, IN

Registration

CRD #3174063 · CREATIVE FINANCIAL DESIGNS, INC.

Brand Profile

Not yet started

Disclosure history

10 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 3174063

Firm CRD# 109032

View on FINRA BrokerCheck →

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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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