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Gwen Linnea Straley

3RD CREEK INVESTMENTS, INC.·INCLINE VILLAGE, Nevada
Clean record3RD CREEK INVESTMENTS, INC.
999 DRIVER WAY, INCLINE VILLAGE, NV 89451CRD# 6447170Firm CRD# 115945

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gwen Linnea Straley · INCLINE VILLAGE, NV
Registration
CRD #6447170 · 3RD CREEK INVESTMENTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gwen Linnea Straley is a registered financial advisor based in INCLINE VILLAGE, Nevada, affiliated with 3RD CREEK INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
3RD CREEK INVESTMENTS, INC.
3RD CREEK INVESTMENTS
AUM
$129M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at 3RD CREEK INVESTMENTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6447170
Firm CRD# 115945
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gwen Linnea Straley offer?
Gwen Linnea Straley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INCLINE VILLAGE, Nevada for a consultation.
What are Gwen Linnea Straley's credentials?
Gwen Linnea Straley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gwen Linnea Straley located?
Gwen Linnea Straley is based in INCLINE VILLAGE, Nevada, working with 3RD CREEK INVESTMENTS, INC.. Their office serves clients in the INCLINE VILLAGE metropolitan area and surrounding communities.
How does Gwen Linnea Straley charge for services?
Gwen Linnea Straley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 3RD CREEK INVESTMENTS, INC.?
3RD CREEK INVESTMENTS, INC. has approximately 3 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 3RD CREEK INVESTMENTS, INC.

Dave Bernard Straley
INCLINE VILLAGE, NV
Harris Elliot Kirschner
INCLINE VILLAGE, NV

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