Unclaimed Profile

Kregg Jerrod Rooze

CREATIVE FINANCIAL DESIGNS, INC.·KOKOMO, Indiana

SIE, Series 7, Series 24, Series 63Clean record27 years registeredCREATIVE 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. · 27 years registered

Brand Profile

Not yet started

Career History

CREATIVE FINANCIAL DESIGNS, INC.

Nov 1998 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · November 23, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CREATIVE FINANCIAL DESIGNS, INC.

CRD 109032 · SEC 801-60153

AUM

$2.1B

Regulatory assets under management

Employees

152

12,377 client accounts

Services offered by CREATIVE FINANCIAL DESIGNS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CREATIVE FINANCIAL DESIGNS, INC. →

Introduction

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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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