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NC

Neal L. Creswell

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CRD#: 57031
NC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Neal Louis Creswell, who also goes by Neil Louis Creswell, was a registered financial professional .

Neal is a previously registered financial professional and started their career in finance in 1968. Neal had worked at 6 firms and has passed the Series 63, SIE, Series 24 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Neil Louis Creswell

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 23, 2003 - December 31, 2019

JASMIJN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 127066
WHEATRIDGE, CO
Past

August 10, 1999 - December 31, 2003

NEAL L. CRESWELL, CHARTERED FINANCIAL CONSULTANT(CHFC), LTD.

RIA
CRD#: 112755
LAKEWOOD, CO
Past

January 1, 1999 - July 10, 2015

OSAIC WEALTH, INC.

RIA
CRD#: 23131
LITTLETON, CO
Past

November 19, 1989 - July 10, 2015

OSAIC WEALTH, INC.

BD
CRD#: 23131
LITTLETON, CO
Past

December 17, 1981 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

April 19, 1976 - June 22, 1981

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

October 23, 1968 - December 9, 1981

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/7/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 10/9/1968
General Securities Principal Examination

Current Firm


JC
JASMIJN CAPITAL MANAGEMENT, LLC
AGILE CAPITAL MANAGEMENT, LLC. (DBA "PERSONAL BENEFIT SERVICES OF COLORADO") | SALT VALLEY ASSOCIATES, LLC | PERSONAL BENEFIT SERVICES OF COLORADO, INC. | PERSONAL BENEFIT SERVICER OF COLORADO, INC. | JASMIJN CAPITAL MANAGEMENT, LLC | AGILIS WEALTH MANAGEMENT,LLC | AGILIS WEALTH MANAGEMENT | AGILE CAPITAL MANAGEMENT, LLC. (DBA PERSONAL BENEFIT SERVICES)

CRD#: 127066 / SEC#: 801-112504

RIA
Registered Investment Advisory firm - (8/8/2024 Terminated)
Arizona
Registered Investment Advisory firm - (5/30/2019 Terminated)
California
Registered Investment Advisory firm - (2/7/2024 Approved)
Colorado
Registered Investment Advisory firm - (2/25/2024 Approved)
District of Columbia
Registered Investment Advisory firm - (8/26/2016 Terminated)
Maryland
Registered Investment Advisory firm - (7/1/2019 Terminated)
Minnesota
Registered Investment Advisory firm - (5/31/2019 Terminated)
New Mexico
Registered Investment Advisory firm - (3/28/2024 Approved)
Utah
Registered Investment Advisory firm - (2/7/2024 Approved)
Virginia
Registered Investment Advisory firm - (5/31/2019 Terminated)
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Contact information


Main Address
5917 W 10925 N, Highland, UT 84003
Mailing Address
Phone number
(303) 991-6409
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts267
AUM (Assets Under Management)$ 71,429,768

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


JASMIJN CAPITAL MANAGEMENT, LLC

CRD#: 127066

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