Kregg Rooze serves as the Managed Accounts Director at Creative Financial Designs, Inc., a RIA and the firms sister company to cfd Investments, Inc. He has been with the firm since 1998 when he graduated from Purdue University and for the last nearly 20 years headed up the RIA investment management services.
Creative Financial Designs focuses on bringing all the needed investment management and financial planning products and solutions for advisers to use with their clients including BRI. Our goal includes giving the advisers their time to meet and grow their practices and to handle the relationships while the firm handles investment management and financial planning services.
Kregg is Licensed in Indiana
Kregg has been an NACFC Member since 2005