CR
ChFC
CR
ChFC

Christopher Rockey

17 Years of Experience
Kokomo, IN
1 DisclosureBrokerSells Insurance

Christopher Rockey is a ChFC-designated registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 17 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
155 advisors
Number of Clients
9,767 clients
Average Client Portfolio
$254K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K

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.

Loading...

Location

2704 S Goyer Rd, Kokomo, IN, 46902

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2022
Denied
Other Business ActivitiesSells Insurance

Christopher is an Investment Advisor Representative (IAR) at Creative Financial Designs Inc. He also engages in independent insurance sales, dedicating about a quarter of his time, and is the Owner/President of Chris Rockey, Inc. Additionally, Christopher co-owns farm ground, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Creative Financial Designs, INC.
July 2008 - Present · 17 yrs 10 mos
Cfd Investments, INC.Broker
March 2008 - Present · 18 yrs 2 mos
State Registrations34 states
ALARAZCACODCFLGAIAIDILINKSKYLAMAMEMIMNMOMSMTNCNEOHOKORSCSDTNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christopher Rockey - Financial Advisor | TrueAdvisor