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CO

Caspar A. Ooms

CLEARCREEK SECURITIES
Denver, CO 80204
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CRD#: 5002938
CO

Professional summary


Caspar Alexander Ooms, who also goes by Alex Ooms, Caspar Alexander Ooms Mr., is a registered financial professional currently at CLEARCREEK SECURITIES, LLC located in Denver, Colorado.

Caspar is registered as a RR (Registered Representative) and started their career in finance in 2006. Caspar has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alex Ooms | Caspar Alexander Ooms Mr.

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) - BD


Click below to view Caspar Alexander Ooms's 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

September 12, 2014 - Present

CLEARCREEK SECURITIES, LLC

Office #1: 1165 Delaware Street, Suite 130, Denver, CO 80204Office #2: 1165 Delaware Street, Suite 130, Denver, CO 80204
BD
CRD#: 169774
Denver, CO
Past

December 8, 2010 - September 27, 2014

LJS CAPITAL, LLC

BD
CRD#: 148869
BOULDER, CO
Past

October 26, 2009 - November 24, 2010

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
DENVER, CO
Past

March 10, 2009 - October 30, 2009

THE TRINITY GROUP, LLC

BD
CRD#: 128490
DENVER, CO
Past

May 10, 2007 - March 20, 2009

CLEAR CREEK SECURITIES, INC.

BD
CRD#: 122316
DENVER, CO
Past

April 12, 2006 - February 16, 2007

BACE CAPITAL ADVISORS, LLC

BD
CRD#: 132138
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/10/2020)
RR
Colorado
(10/17/2014)
RR
Florida
(10/21/2020)
RR
Texas
(1/21/2021)
RR
Utah
(9/7/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 1/7/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CS
CLEARCREEK SECURITIES, LLC
CLEARCREEK PARTNERS | HARRISON CO. SECURITIES | CLEARCREEK SECURITIES, LLC

CRD#: 169774 / SEC#: , 8-69393

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
1165 Delaware Street, Suite 130, Denver, CO 80204
Mailing Address
1165 Delaware Street, Suite 130, Denver, CO 80204
Phone number
(303) 383-1100
Established
Colorado since 09/11/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
CLEARCREEK PARTNERS, LLCMEMBER
KINZER, CAROL ANNFINOP4519471
OOMS, CASPAR ALEXANDERCEO AND CHIEF COMPLIANCE OFFICER5002938

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


CLEARCREEK SECURITIES, LLC

CRD#: 169774Denver, CO 80204

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