NG
CFP
NG
CFP

Nicole Andrea Geraci

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,630 clients
Average Client Portfolio
$345K average
Assets Under Management
$561.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

805 West Jackson, Suite 301, Morton, IL, 61550

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nicole is an insurance agent with Creekmur Inc., doing business as Creekmur Wealth Advisors, since 2022, dedicating a few hours per week to insurance sales. She also works as a fitness instructor and co-owns Royal Electric, LLC, spending a few hours per week on each activity.

Employment History
Current Registrations
Creekmur Asset Management, LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Rocky Mountain Planning Group, INC
June 2013 - August 2022 · 9 yrs 2 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.