Kregg Rooze's Contact Details

Kregg Rooze's Company Details

Creative Financial Designs

Kokomo, IN, US • 20 - 49 Employees
Financial Services

Founded in 1982, Creative Financial Designs, Inc., is an Investment Adviser registered with the United States Securities and Exchange Commission. Creative Financial Designs offers a broad array of services & products to its Investment Adviser Representatives located throughout the United States. Contact us to learn more about the products & services that could help you build, grow, and protect your practice and help your clients reach their financial goals and desires.Our Mission is to provide unique and valuable investment services to all clients while honoring our Kingdom Values in guiding our work and lives. We are dedicated to providing individuals, families, businesses, and organizations with quality financial products and/or services for the achievement of their goals and objectives.Creative Financial Designs, Inc. offers personalized portfolio management services for possibly all of your client's investments with three distinct investment management platforms using five asset allocation portfolios. Creative Financial Designs, Inc. also offers custom comprehensive and modular financial planning. These fee based plans are specifically tailored to each of your client's current situations, needs, and goals.Advisory services are provided through Creative Financial Designs, Inc., Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600