Brooke Rockey is a registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 20 years of industry experience. Brooke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9,767 clients with $2.5B in assets under management.
Compensation
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Creative Financial Designs offers investment management services through various strategies, each with its own focus and minimum account size. These strategies include American Funds Focused, Best in Class, Biblical Faith Values (CFD4, Combination, Eventide Focused, Funds, Income, Inspire Focused, Tax-Wise, Timothy Focused), CFD4, Combination, Exchange Traded Funds, Five Tool, Fundamental Opportunities, Funds, Global, Income Strategy, Large Cap Growth, Large Cap Value, Progressive Trends, and Tax-Wise. Fees for these services are not detailed in this brochure.
Location
608 E. Boulevard, Kokomo, IN, 46902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brooke works as an attorney as a sole proprietor. This activity takes nearly a full-time commitment.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
State Registrations1 state
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