Jeffrey Allen Creek

Employer firm

Oneseven CRD 283087

$7.72B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 11/2016
  Unemployed
  Cincinnati, OH
• 11/2016 → 10/2022
  Lpl Financial, Llc
  Cincinnati, OH
• 01/2017 → 10/2022
  Wealthcor Llc Dba Callahan Financial
  Cincinnati, OH
• 10/2022 → Present
  Mgo One Seven Dba Callahan Financial
  Cincinnati, OH

Previous Registrations

• 2017-02-14 → 2023-03-31
  Callahan Financial
  Cincinnati, OH
• 2014-12-16 → 2015-09-11
  Hcm Wealth Advisors
  Cincinnati, OH

Other Businesses

(1) 10/2022 WealthCor; Non Investment Related; 9428 Kenwood Road | Cincinnati, Ohio, 45242; 1099 Only, used for tax purposes for IA business.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-06-08

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jeff Allen Creek