AdvisorOS Directory
Claim Profile
AC

Audrey Rosemarie Creak

OREGON PACIFIC WEALTH MANAGEMENT, LLC·MEDFORD, Oregon
Unclaimed Profile
3250 HILLCREST PARK DRIVE, MEDFORD, OR 97504CRD# 3071911Firm CRD# 283958
01

About

Audrey Rosemarie Creak is a registered financial advisor based in MEDFORD, Oregon, affiliated with OREGON PACIFIC WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OREGON PACIFIC WEALTH MANAGEMENT, LLC
OREGON PACIFIC WEALTH MANAGEMENT
AUM
$155M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OREGON PACIFIC WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3071911
Firm CRD# 283958
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MEDFORD?

Browse all registered financial advisors in MEDFORD, Oregon or claim this profile if it's yours.

Browse MEDFORD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MEDFORD
Dennis Ray Lamson — GRAIL INVESTMENTS, L.L.C.Donald Lyman Watson — SKYOAK WEALTH MANAGEMENT, INC.Kathleen Marie Philby — SKYOAK WEALTH MANAGEMENT, INC.Gregory Alan Koenig — MYLAUNCH, LLCRoyal Ray Standley — OREGON PACIFIC FINANCIAL ADVISORS INC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile