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Tom R Creager

PINNACLE WEST ASSET MANAGEMENT INC·CASPER, Wyoming
Clean record8 years registeredPINNACLE WEST ASSET MANAGEMENT INC
152 N. DURBIN STREET, CASPER, WY 82601CRD# 4353051Firm CRD# 106527

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tom R Creager · CASPER, WY
Registration
CRD #4353051 · PINNACLE WEST ASSET MANAGEMENT INC · 8 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

Registration record
First registered · October 3, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINNACLE WEST ASSET MANAGEMENT INC
CRD 106527 · SEC 801-40271
AUM
$202M
Regulatory assets under management
Employees
3
214 client accounts
Services offered by PINNACLE WEST ASSET MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Tom R Creager offer?
Tom R Creager specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CASPER, Wyoming for a consultation.
What are Tom R Creager's credentials?
Tom R Creager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tom R Creager located?
Tom R Creager is based in CASPER, Wyoming, working with PINNACLE WEST ASSET MANAGEMENT INC. Their office serves clients in the CASPER metropolitan area and surrounding communities.
How does Tom R Creager charge for services?
Tom R Creager's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE WEST ASSET MANAGEMENT INC?
PINNACLE WEST ASSET MANAGEMENT INC has approximately 3 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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