Creg V. Shaffer

MOMENTUM CAPITAL MANAGEMENT

RENO, NV 89521

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CRD#: 5070346

Professional summary

Creg V Shaffer, who also goes by Creg Shaffer, is a registered financial advisor currently at MOMENTUM CAPITAL MANAGEMENT located in Reno, Nevada.

Creg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Creg has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Creg Shaffer

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 Creg V Shaffer'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

March 4, 2026 - Present

MOMENTUM CAPITAL MANAGEMENT

Office #1: 10775 Double R Blvd. Suite 122, Reno, NV 89521

RIA

CRD#: 339546

RENO, NV

Past

January 29, 2018 - March 30, 2026

THE INSTITUTE

RIA

CRD#: 127207

Reno, NV

Past

June 16, 2017 - December 31, 2017

THE INSTITUTE

RIA

CRD#: 127207

RENO, NV

Past

February 20, 2013 - July 10, 2017

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

RENO, NV

Past

October 12, 2010 - February 21, 2013

RESOURCE INVESTMENT ARCHITECTS, INC.

RIA

CRD#: 111894

PETALUMA, CA

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

Nevada
(3/4/2026)

IAR

Utah
(4/8/2026)

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

State Security Law Exam

IAR

Series 65

Date: 3/4/2006

Uniform Investment Adviser Law Examination

Current Firm

MOMENTUM CAPITAL MANAGEMENT

CVS CAPITAL, LLC | MOMENTUM CAPITAL MANAGEMENT

CRD#: 339546 / SEC#:

Nevada

Registered Investment Advisory firm - (3/2/2026 Approved)

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Contact information

Main Address

10775 Double R Blvd. Suite 122, Reno, NV 89521

Mailing Address

Phone number

(775) 350-1377

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Creg V. Shaffer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Creg V Shaffer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOMENTUM CAPITAL MANAGEMENT

THE INSTITUTE

THE INSTITUTE

CONCERT WEALTH MANAGEMENT

RESOURCE INVESTMENT ARCHITECTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2006

Current Firm

MOMENTUM CAPITAL MANAGEMENT

Contact information

Documents

Red Flags

Company Information

MOMENTUM CAPITAL MANAGEMENT

TRUST BUT VERIFY

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