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CN

Casey J. Nickels

CREEKSTONE CAPITAL
Franklin, TN 37069
Some features on this profile are disabled
CRD#: 5838152
CN

Professional summary

Casey James Nickels, who also goes by Casey J. Nickels, is a registered financial professional currently at CREEKSTONE CAPITAL located in Franklin, Tennessee.

Casey is registered as a RR (Registered Representative) and started their career in finance in 2010. Casey has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Casey J. Nickels

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 Casey James Nickels'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

December 23, 2024 - Present

CREEKSTONE CAPITAL

Office #1: 1211 Natchez Rd, Franklin, TN 37069
BD
CRD#: 325715
Franklin, TN
Past

January 2, 2018 - May 5, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
ATLANTA, GA
Past

December 3, 2010 - July 16, 2012

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA

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
Georgia
(12/23/2024)
RR
Tennessee
(12/23/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 4/29/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/27/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79
Date: 11/16/2011
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CREEKSTONE CAPITAL
CREEKSTONE CAPITAL | CREEKSTONE CAPITAL LLC

CRD#: 325715 / SEC#: , 8-71073

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

Main Address
1211 Natchez Rd, Franklin, TN 37069
Mailing Address
1211 Natchez Rd, Franklin, TN 37069
Phone number
(650) 799-9892
Established
Delaware since 03/08/2023
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CONLEY, BUFORD RAYCHIEF COMPLIANCE OFFICER/CEO5291573
KIRSCHENBLAT, CHAD ETHANFINOP2503352

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

CREEKSTONE CAPITAL

CRD#: 325715Franklin, TN 37069

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