AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Nicole Andrea Geraci

Nicole A. Geraci

CREEKMUR ASSET MANAGEMENT
AVON, CO 81620
Some features on this profile are disabled
CRD#: 6218985
Nicole Andrea Geraci

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Andrea Geraci'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®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

July 13, 2022 - Present

CREEKMUR ASSET MANAGEMENT, LLC

Office #1: 48 E. Beaver Creek, Avon, CO 81620
RIA
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
36

SEC notice filing (27 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREEKMUR ASSET MANAGEMENT WRAP BROCHURE (3/3/2026)
CREEKMUR ASSET MANAGEMENT ADV PART 2A BROCHURE (3/3/2026)

Regulatory assets under management

Total Number of Accounts3,152
AUM (Assets Under Management)$ 800,048,313

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

CREEKMUR ASSET MANAGEMENT, LLC

CRD#: 306903Avon, CO 81620

TRUST BUT VERIFY

Monitor Nicole Geraci

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Derek Allen Leighton
Derek LeightonAdvisorCheck Check Mark
MWA FINANCIAL SERVICES INC.
RR
Kalamazoo, MI
Sarah Flanders Soria
Sarah SoriaAdvisorCheck Check Mark
PROSPERITY CAPITAL ADVISORS
IAR
Grass Valley, CA
MH
Mark HappeAdvisorCheck Check Mark
VALIC FINANCIAL ADVISORS, INC.
PR
HOUSTON, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.