TrueAdvisor
TrueAdvisor
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Brooke Leigh Rockey

Creative Financial Designs, INC.
20 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Creative Financial Designs, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
151 advisors
Number of Clients
9,767 clients
Average Client Portfolio
$254K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K

Location

608 E. Boulevard, Kokomo, IN, 46902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brooke works as an attorney as a sole proprietor. This activity takes nearly a full-time commitment.

Employment History
Current Registrations
Cfd Investments, INC.Broker
November 2005 - Present · 20 yrs 3 mos
Creative Financial Designs, INC.
November 2005 - Present · 20 yrs 3 mos
State Registrations1 state
IN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.