Creative Financial Designs, Inc. is a large advisory firm based in Kokomo. It manages $1.09 billion of regulatory assets for 7,604 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Creative Financial Designs provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, market timing services, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Creative Financial Designs, Inc. is $1.09 billion. The firm's AUM has grown by 3049% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Creative Financial Designs, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, banking or thrift institutions, and pension and profit sharing plans. The largest group of clients of Kregg Jerrod Rooze is individuals with 7,444 clients and $877.75 million of assets under management. Among the 13 most similar advisory firms, Creative Financial Designs has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.09 billion for 7,602 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Creative Financial Designs doesn't advise any private funds.
The company employs 180 people that are either part- or full-time employees. 94 percent of the employees work as investment advisers or researchers. 161 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Kregg Jerrod Rooze has been acting as President since 1 Aug 2009. Ricky L Bain joined the executive team most recently as the Director.
The principal office where Creative Financial Designs, Inc. performs its advisory services is located at 2704 S Goyer Rd, Kokomo, IN 46902 The mailing address of the firm is P.O. Box # 2244, Kokomo, IN 46904 2244. An additional office of the firm is in Lenexa, KS. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 765-453-9600 or by fax 866-937-7087. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at creativefinancialdesigns.com.