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ES

Emma G. Shaw

COCREATE FINANCIAL
BOZEMAN, MT 59715
CRD#: 8130184
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ES
Emma Grace ShawCOCREATE FINANCIAL

Professional summary

Emma Grace Shaw, who also goes by Emma Shaw, is a registered financial advisor currently at COCREATE FINANCIAL located in Bozeman, Montana.

Emma is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Emma has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Emma Shaw

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 Emma Grace Shaw'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®
None

Experience

Current

October 24, 2025 - Present

COCREATE FINANCIAL

Office #1: 1805 W Dickerson Building 2, Suite 3, Bozeman, MT 59715
RIA
CRD#: 299648
BOZEMAN, MT

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
Montana
(10/27/2025)
IAR
Texas
(10/24/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/24/2025
Uniform Investment Adviser Law Examination

Current Firm

CF
COCREATE FINANCIAL
COCREATE FINANCIAL | COCREATE FINANCIAL LLC

CRD#: 299648 / SEC#:

Montana
Registered Investment Advisory firm - (1/2/2019 Approved)
Texas
Registered Investment Advisory firm - (2/19/2024 Conditional Restricted)
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Contact information

Main Address
1805 W Dickerson Building 2, Suite 3, Bozeman, MT 59715
Mailing Address
Po Box 4785, Bozeman, MT 59772
Phone number
(406) 206-7571
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts316
AUM (Assets Under Management)$ 37,669,061

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

COCREATE FINANCIAL

CRD#: 299648Bozeman, MT 59715

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