Nicole Geraci, financial advisor Morton IL

Nicole Geraci

CRD Number: 6218985
Current Firm: Creekmur Asset Management, LLC

Nicole Geraci (CRD# 6218985) is an Investment Advisor Representative working at Creekmur Asset Management, LLC in Morton, IL and has 1 year of experience in the finance industry. Nicole Geraci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Creekmur Asset Management, LLC Morton, IL Jul 2022 - Current 1
Mountain Recreation - Gypsum Gypsum, CO Dec 2017 - Current 6
Royal Electric, LLC Gypsum, CO Sep 2015 - Current 8
Rocky Mountain Planning Group, Inc. Avon, CO Feb 2008 - Aug 2022 14
Revolution Power Yoga Avon, CO May 2018 - May 2021 3
Vail Resorts Avon, CO Dec 2016 - Apr 2021 4

Nicole Geraci has no recent exams reported.
Contact Info for Nicole A. Geraci
Phone Number: 309-925-2043
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    411
    MILLIONS
  • Total Number of Accounts
    3,152
    ACCOUNTS
  • Average Account Value
    $130,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, FL, IL, IN, MI, MO, NC, OH, TN, TX

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