Nicole Andrea Geraci

Employer firm

Creekmur Asset Management, LLC CRD 306903

$800M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 02/2008 → 08/2022
  Rocky Mountain Planning Group, Inc.
  Avon, CO
• 07/2022 → Present
  Creekmur Asset Management, Llc
  Morton, IL
• 12/2016 → 04/2021
  Vail Resorts
  Avon, CO
• 12/2017 → Present
  Mountain Recreation - Gypsum
  Gypsum, CO
• 05/2018 → 05/2021
  Revolution Power Yoga
  Avon, CO
• 09/2015 → 05/2025
  Royal Electric, Llc
  Gypsum, CO

Previous Registrations

• 2013-06-28 → 2022-08-15
  Rocky Mountain Planning Group, Inc
  Avon, CO

Other Businesses

1.) CREEKMUR INC., DBA CREEKMUR WEALTH ADVISORS; INVESTMENT-RELATED;NO; 48 E. BEAVER CREEK, SUITE 308, AVON, CO 81620; INSURANCE SALES; INSURANCE AGENT; START 07/2022; APPROX 10 HOURS PER MONTH; APPROX 10 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES. 2. MOUNTAIN RECREATION - GYPSUM; NOT INVESTMENT-RELATED; GYPSUM, CO; FITNESS INSTRUCTION; FITNESS INSTRUCTOR; START 12/2017; APPROX 5 HOURS PER MONTH; APPROX 0 HOURS PER MONTH DURING TRADING HOURS; PROVIDE FITNESS INSTRUCTION. 3. ROYAL ELECTRIC, LLC; NOT INVESTMENT-RELATED; GYPSUM, CO; ELECTRICAL CONTRACTOR; CO-OWNER; START 09/2015; APPROX 10 HOURS PER MONTH; APPROX 0 HOURS PER MONTH DURING TRADING HOURS; PAYROLL, BOOKKEEPING, ETC.

Designations

• Certified Financial Planner