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Tina M. Vieregg

Tina M. Vieregg

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
San Diego, CA 92122
Some features on this profile are disabled
CRD#: 2568561
Tina M. Vieregg

Professional summary

Tina M. Vieregg, CFP®, who also goes by Tina Tomaro, Tina Marie VIeregg, is a registered financial advisor currently at CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC located in San Diego, California.

Tina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Tina has worked at 3 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Retirement Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Planning & Distribu...
Socially Responsible Investmen...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Tina Tomaro | Tina Marie Vieregg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tina M. Vieregg's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

August 6, 2021 - Present

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

Office #1: 6265 Greenwich Drive Suite 201, San Diego, CA 92122
RIA
CRD#: 286567
San Diego, CA
Past

November 15, 2019 - June 8, 2021

SEASIDE WEALTH MANAGEMENT, INC.

RIA
CRD#: 271039
CARLSBAD, CA
Past

February 22, 1995 - November 9, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

CRD#: 286567 / SEC#: 801-110056

RIA
Registered Investment Advisory firm - (2/27/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/6/2021)
IAR
Texas
(8/6/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 2/28/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/1995
General Securities Representative Examination

Current Firm

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

CRD#: 286567 / SEC#: 801-110056

RIA
Registered Investment Advisory firm - (2/27/2017 Approved)
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Contact information

Main Address
6265 Greenwich Drive Suite 201, San Diego, CA 92122
Mailing Address
Phone number
(619) 298-3993
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & PART 2B (4/2/2025)

Regulatory assets under management

Total Number of Accounts1,126
AUM (Assets Under Management)$ 668,245,530

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/01/2024
Cover Page
Report
03/12/2024
Cover Page
Report
01/10/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

CRD#: 286567San Diego, CA 92122

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