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Current Employers
Willow Creek Capital Management, Inc.

432 W Spruce St. Ste 102, Missoula, MT 59802 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-12-09
TX RA APPROVED 2025-12-09
  • MT RA
    APPROVED
    Since 2025-12-09
  • TX RA
    APPROVED
    Since 2025-12-09

Branch Locations

432 W Spruce St. Ste 102, Missoula, MT 59802 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network Missoula MT 01/2010 01/2019
Raymond James Financial Services, Inc. Missoula MT 01/2019 Present
Raymond James Financial Services Advisors, Inc. Missoula MT 01/2019 Present
Estep, Geeting, And Weber Capital Mgt. Missoula MT 09/2019 Present
Willow Creek Capital Mgt Missoula MT 09/2019 Present
  • 01/2010 → 01/2019
    Wells Fargo Advisors Financial Network
    Missoula, MT
  • 01/2019 → Present
    Raymond James Financial Services, Inc.
    Missoula, MT
  • 01/2019 → Present
    Missoula, MT
  • 09/2019 → Present
    Estep, Geeting, And Weber Capital Mgt.
    Missoula, MT
  • 09/2019 → Present
    Willow Creek Capital Mgt
    Missoula, MT
Previous Registrations
Other Businesses

(1) Name of Business: Willow Creek Capital Mgt' Address: 432 W. Spruce Street, Missoula, MT, 59802, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - Secretary Investment Related: No Start Date: 09/12/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Manage Corporate Activities (2) Name of Business: 432 West Spruce LLC Address: 432 W. Spruce Street Suite 102, Missoula, MT, 59802, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this LLC owns/manages the office condominium our business is located in (3) Name of Business: DSWeber Honeysuckle, LLC Address: 510 Arcola Dr, Sebring, FL, 33875, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/21/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage Rental Property (4) Name of Business: Estep, Geeting, and Weber Capital Mgt Address: 432 W. Spruce Street Suite 102, Missoula, MT, 59802, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - Secretary Investment Related: No Start Date: 01/01/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is our S-corp for our independent financial services company affiliated with RJFS (5) Name of Business: Stephen and Kunigunda Weber Memeorial LLC Address: 432 W. Spruce Street Suite 102, Missoula, MT, 59802, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-09
  • S66 Uniform Combined State Law Examination
    2004-01-09

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