Unclaimed Profile

Audrey Rosemarie Creak

OREGON PACIFIC WEALTH MANAGEMENT, LLC·MEDFORD, Oregon

SIE, Series 7, Series 24, Series 63, Series 65Clean record18 years registeredOREGON PACIFIC WEALTH MANAGEMENT, LLC

3250 HILLCREST PARK DRIVE, MEDFORD, OR 97504CRD# 3071911Firm CRD# 283958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Audrey Rosemarie Creak · MEDFORD, OR

Registration

CRD #3071911 · OREGON PACIFIC WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

OREGON PACIFIC WEALTH MANAGEMENT

Jan 2024 – present

OREGON PACIFIC WEALTH MANAGEMENT

Jul 2016 – Dec 2023

MEDFORD, OR

LPL FINANCIAL LLC

Mar 2008 – Aug 2016

FLORENCE, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 24, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OREGON PACIFIC WEALTH MANAGEMENT, LLC

CRD 283958 · SEC 801-122222

AUM

$155M

Regulatory assets under management

Employees

541 client accounts

Services offered by OREGON PACIFIC WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OREGON PACIFIC WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Audrey Rosemarie Creak offer?

Audrey Rosemarie Creak specializes in Financial Planning, Investment Management. Contact their office in MEDFORD, Oregon for a consultation.

What are Audrey Rosemarie Creak's credentials?

Audrey Rosemarie Creak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Audrey Rosemarie Creak located?

Audrey Rosemarie Creak is based in MEDFORD, Oregon, working with OREGON PACIFIC WEALTH MANAGEMENT, LLC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.

How does Audrey Rosemarie Creak charge for services?

Audrey Rosemarie Creak's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OREGON PACIFIC WEALTH MANAGEMENT, LLC?

OREGON PACIFIC WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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