Nicole A. Geraci
CREEKMUR ASSET MANAGEMENT
AVON, CO 81620
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CRD#: 6218985
Professional summary
Nicole Andrea Geraci, CFP® is a registered financial advisor currently at CREEKMUR ASSET MANAGEMENT, LLC located in Avon, Colorado.
Nicole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nicole has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1.) CREEKMUR INC., DBA CREEKMUR WEALTH ADVISORS; INVESTMENT-RELATED;NO; 48 E. BEAVER CREEK, SUITE 308, AVON, CO 81620; INSURANCE SALES; INSURANCE AGENT; START 07/2022; APPROX 10 HOURS PER MONTH; APPROX 10 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES. 2. MOUNTAIN RECREATION - GYPSUM; NOT INVESTMENT-RELATED; GYPSUM, CO; FITNESS INSTRUCTION; FITNESS INSTRUCTOR; START 12/2017; APPROX 5 HOURS PER MONTH; APPROX 0 HOURS PER MONTH DURING TRADING HOURS; PROVIDE FITNESS INSTRUCTION. 3. ROYAL ELECTRIC, LLC; NOT INVESTMENT-RELATED; GYPSUM, CO; ELECTRICAL CONTRACTOR; CO-OWNER; START 09/2015; APPROX 10 HOURS PER MONTH; APPROX 0 HOURS PER MONTH DURING TRADING HOURS; PAYROLL, BOOKKEEPING, ETC.
CRS (Client Relationship Summary) - RIA
Click below to view Nicole Andrea Geraci'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®
CFP®
Start date: 2012
Experience
Current
July 13, 2022 - Present
CREEKMUR ASSET MANAGEMENT, LLC
Office #1: 48 E. Beaver Creek, Avon, CO 81620RIA
CRD#: 306903
AVON, CO
Past
June 28, 2013 - August 15, 2022
ROCKY MOUNTAIN PLANNING GROUP, INC
RIA
CRD#: 114507
AVON, CO
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".
CA
CREEKMUR ASSET MANAGEMENT, LLC
CAM, LLC | CREEKMUR ASSET MANAGEMENT, LLC
CRD#: 306903 / SEC#: 801-118002
RIA
Registered Investment Advisory firm - (1/24/2020 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
Colorado(7/13/2022)
IAR
Texas(2/19/2024)
Exams
Current Firm
CA
CREEKMUR ASSET MANAGEMENT, LLC
CAM, LLC | CREEKMUR ASSET MANAGEMENT, LLC
CRD#: 306903 / SEC#: 801-118002
RIA
Registered Investment Advisory firm - (1/24/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
805 West Jackson Suite 301, Morton, IL 61550
Mailing Address
Phone number
(309) 925-2043
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,152 |
| AUM (Assets Under Management) | $ 561,787,874 |
Red Flags
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