Tom R. Creager

PINNACLE WEST ASSET MANAGEMENT

Casper, WY 82601

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CRD#: 4353051

Professional summary

Tom R Creager, who also goes by Tom Creager, is a registered financial advisor currently at PINNACLE WEST ASSET MANAGEMENT INC located in Casper, Wyoming.

Tom is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Tom has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tom Creager

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.

WIND RIVER RESOURCES INC, NON INVESTMENT RELATED, 123 WEST FIRST ST CASPER WY, PRESIDENTR, 10/99, OIL AND GAS EXPLORATION AND PRODUCTION, ZERO HOURS PER MONTH, CONSULTATION WITH PERSONNEL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tom R Creager'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®

None

Experience

Current

October 3, 2017 - Present

PINNACLE WEST ASSET MANAGEMENT INC

Office #1: 152 N. Durbin Street Suite 400, Casper, WY 82601

RIA

CRD#: 106527

Casper, WY

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".

PINNACLE WEST ASSET MANAGEMENT INC

CRD#: 106527 / SEC#: 801-40271

RIA

Registered Investment Advisory firm - (11/26/1991 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

Wyoming
(10/3/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PINNACLE WEST ASSET MANAGEMENT INC

CRD#: 106527 / SEC#: 801-40271

RIA

Registered Investment Advisory firm - (11/26/1991 Approved)

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Contact information

Main Address

152 N. Durbin Street Suite 400, Casper, WY 82601

Mailing Address

Po Box 51407, Casper, WY 82605

Phone number

(307) 235-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINNACLE WEST ASSET MANAGEMENT ADV 2A (3/22/2025)

Regulatory assets under management

Total Number of Accounts	221
AUM (Assets Under Management)	$ 229,500,196

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.

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Tom R. Creager

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tom R Creager's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINNACLE WEST ASSET MANAGEMENT INC

Primary Firm SEC Registration

PINNACLE WEST ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Current Firm

PINNACLE WEST ASSET MANAGEMENT INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINNACLE WEST ASSET MANAGEMENT INC

TRUST BUT VERIFY

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