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Nicole Andrea Geraci

Creekmur Asset Management, LLC

Morton, IL

Avon, CO

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Current Employers
Creekmur Asset Management, Llc

805 West Jackson Suite 301, Morton, IL 61550 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-19
CO RA APPROVED 2022-07-13
  • TX RA
    APPROVED
    Since 2024-02-19
  • CO RA
    APPROVED
    Since 2022-07-13

Branch Locations

805 West Jackson Suite 301, Morton, IL 61550 • United States

48 E. Beaver Creek Suite 308, Avon, CO 81620 • 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
Rocky Mountain Planning Group, Inc. Avon CO 02/2008 08/2022
Creekmur Asset Management, Llc Morton IL 07/2022 Present
Vail Resorts Avon CO 12/2016 04/2021
Mountain Recreation - Gypsum Gypsum CO 12/2017 Present
Revolution Power Yoga Avon CO 05/2018 05/2021
Royal Electric, Llc Gypsum CO 09/2015 05/2025
  • 02/2008 → 08/2022
    Rocky Mountain Planning Group, Inc.
    Avon, CO
  • 07/2022 → Present
    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

View on SEC IAPD

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