# CREATIVE FINANCIAL DESIGNS, INC.

CREATIVE FINANCIAL DESIGNS, INC. of KOKOMO, IN is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 109032
- Type: SEC-registered investment adviser
- SEC file number: 801-60153
- Location: 2704 S GOYER RD, KOKOMO, IN, 46902
- Phone: 765-453-9600
- Latest filing: 2026-03-30
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.9B
- Non-discretionary AUM: $27.2M
- Clients: 170
- Accounts: 15,029

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (34)

_Showing 25 of 34 people._

| Name | Role | Location |
| --- | --- | --- |
| Brent Anthony Owens | PRESIDENT, DIRECTOR; TRUSTEE | — |
| Kregg Jerrod Rooze | DIRECTOR, VICE PRESIDENT | — |
| Brooke Leigh Rockey | SECRETARY, DIRECTOR | — |
| Matthew O Bahrenburg | CHIEF COMPLIANCE OFFICER | — |
| Mickey Lee Owens | DIRECTOR; TRUSTEE | — |
| Christopher M Rockey | DIRECTOR, TREASURER | — |
| Kathryn Elaine Owens | TRUSTEE | — |
| Brigit R Braun | DIRECTOR | — |
| WORTHLEY STEWART K | SHAREHOLDER | — |
| OWENS BRENT ANTHONY | PRESIDENT; PRESIDENT, DIRECTOR; TRUSTEE | — |
| COLLINS CHANDRA SUE | SECRETARY AND TREASURER | — |
| GRIFFIN MELISSA M | SHAREHOLDER | — |
| GREGG WILLIAM EDWARD | CHIEF COMPLIANCE OFFICER | — |
| STOLLINGS JERRY CHAD | CHIEF COMPLIANCE OFFICER | — |
| OWENS DWAIN LEE | DIRECTOR; DIRECTOR, SHAREHOLDER; SHAREHOLDER (+1 more) | — |
| CREEKMUR JOHN MARK | DIRECTOR, TREASURER | — |
| ROOZE KREGG JERROD | DIRECTOR; DIRECTOR, VICE PRESIDENT | — |
| SMITH BONNIE LOU | DIRECTOR | — |
| DAWSON DENNIS KELLY | DIRECTOR | — |
| ROCKEY BROOKE LEIGH | SECRETARY, DIRECTOR | — |
| REED GREG | DIRECTOR | — |
| WILLIAMS PHILLIP P | DIRECTOR | — |
| SALSBERY ADAM ROBERT | DIRECTOR | — |
| BAHRENBURG MATTHEW O | CHIEF COMPLIANCE OFFICER | — |
| GUYOT JAMES A | DIRECTOR | — |


## Disclosures (12)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-09-25 | regulatory | THE SECURITIES AND EXCHANGE COMMISSION ("COMMISSION") ISSUED PUBLIC ADMINISTRATIVE AND CEASE-AND-DESIST PROCEEDINGS PURSUANT TO SECTION 15(B) OF THE SECURITIES EXCHANGE ACT OF 1934 ("EXCHANGE ACT") AND SECTIONS 203(E) AND 203(K) OF THE INVESTMENT ADVISERS ACT OF 1940 ("ADVISERS ACT") AGAINST CREATIV… | Final | $212K |
| — | regulatory | — | — | — |
| — | criminal | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109032/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109032/similar
- Related entities: https://search.stillhousedata.com/firm/109032/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109032

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.