Jacqueline K. Kabel

ACORN CREEK CAPITAL LLC

Fort Collins, CO 80521

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CRD#: 6831858

Professional summary

Jacqueline Kelly Kabel, who also goes by Jacqueline Kabel, is a registered financial advisor currently at ACORN CREEK CAPITAL LLC located in Fort Collins, Colorado.

Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jacqueline has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacqueline Kabel

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.

Client Service Representative at Fort Collins-Loveland JetCenter, NOT INV RELATED, LOVELAND, CO, START 7/1/2021, 8 HOURS PER MONTH, ZERO DURING TRADING, basic receptionist duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Kelly Kabel'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

April 23, 2024 - Present

ACORN CREEK CAPITAL LLC

Office #1: 215 West Oak Street 10th Floor, Ste 1000, Fort Collins, CO 80521

RIA

CRD#: 325809

Fort Collins, CO

Past

December 15, 2021 - April 18, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FORT COLLINS, CO

Past

October 21, 2021 - April 18, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FORT COLLINS, CO

Past

November 13, 2018 - February 7, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FORT COLLINS, CO

Past

June 27, 2018 - February 7, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FORT COLLINS, 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".

ACORN CREEK CAPITAL LLC

CRD#: 325809 / SEC#: 801-127661

RIA

Registered Investment Advisory firm - (4/14/2023 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
(4/23/2024)

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 66

Date: 12/14/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/20/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/27/2018

General Securities Representative Examination

Current Firm

ACORN CREEK CAPITAL LLC

CRD#: 325809 / SEC#: 801-127661

RIA

Registered Investment Advisory firm - (4/14/2023 Approved)

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Contact information

Main Address

215 West Oak Street 10th Floor, Ste 1000, Fort Collins, CO 80521

Mailing Address

Phone number

(970) 818-4820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/7/2025)

Regulatory assets under management

Total Number of Accounts	1,845
AUM (Assets Under Management)	$ 426,440,141

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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Advisor Monitoring

Firm Stability Insights

Jacqueline K. Kabel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Kelly Kabel's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ACORN CREEK CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2021

Series 7TO

Date: 10/20/2021

SIE

Date: 10/1/2018

Series 7

Date: 6/27/2018

Current Firm

ACORN CREEK CAPITAL LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACORN CREEK CAPITAL LLC

TRUST BUT VERIFY

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