Kregg Rooze
Kregg Rooze serves as Vice President and Managed Accounts Director for Creative Financial Designs, Inc, the registered investment adviser (RIA) of the CFD Companies.
Kregg has been with CFD Companies ever since graduating Purdue University in 1998 with a bachelor’s in both financial planning and counseling and consumer affairs. Starting out with an internship writing financial plans for Creative Financial Designs, he has held multiple roles before he was named Director of the Managed Accounts Department in 2002.
In 2004, Kregg was also named VP of Creative Financial Designs. He leads a large team for the RIA that strives to provide a comprehensive suite of services for advisers operating in a variety of business models.
Kregg has obtained his series 7, 24, and 63 licenses, along with his life health insurance license in the state of Indiana. He is also involved in NACFC, serving on the board at various intervals and attends the national conference annually. In addition, Kregg is a member of Kingdom Advisors.
Kregg has three children and has been married to his wife (Shelby) since 2000. His wife and childen, who still remain at home, attend Crossroads Community Church in Kokomo.
Kregg is based out of Creative Financial Centre® in Kokomo, Indiana.
Elevate Your Financial Practice.
Whether you’re looking for independent advisory services or robust brokerage support, CFD Companies has you covered. Let’s help you achieve more.
Kregg Rooze
Kregg Rooze serves as Vice President and Managed Accounts Director for Creative Financial Designs, Inc, the registered investment adviser (RIA) of the CFD Companies.
Kregg has been with CFD Companies ever since graduating Purdue University in 1998 with a bachelor’s in both financial planning and counseling and consumer affairs. Starting out with an internship writing financial plans for Creative Financial Designs, he has held multiple roles before he was named Director of the Managed Accounts Department in 2002.
In 2004, Kregg was also named VP of Creative Financial Designs. He leads a large team for the RIA that strives to provide a comprehensive suite of services for advisers operating in a variety of business models.
Kregg has obtained his series 7, 24, and 63 licenses, along with his life health insurance license in the state of Indiana. He is also involved in NACFC, serving on the board at various intervals and attends the national conference annually. In addition, Kregg is a member of Kingdom Advisors.
Kregg has three children and has been married to his wife (Shelby) since 2000. His wife and childen, who still remain at home, attend Crossroads Community Church in Kokomo.
Kregg is based out of Creative Financial Centre® in Kokomo, Indiana.
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Whether you’re looking for independent advisory services or robust brokerage support, CFD Companies have you covered. Let us help you achieve more.
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