Audrey Creak has been Chief Compliance Officer of Oregon Pacific Wealth Management since June 2016, is a control person of the firm and directly owns under 5% of it.
Oregon Pacific Wealth Management, LLC is a Medford, OR firm with $156M under management, 272 clients and 4 advisers across 3 offices, as of its September 2026 filing.
Audrey Creak is Compliance Officer Wealth Advisor of Oregon Pacific Wealth Management, based in Medford, Oregon. She joined the firm in 2017 as Compliance Officer while maintaining her role as Wealth Advisor. She has over 27 years of industry experience and earlier worked as sole financial advisor and Branch manager with the firm's parent company.
Audrey Creak’s longest registration is the current one, 10 years at Oregon Pacific Wealth Management since 2016. Before joining Oregon Pacific Wealth Management in 2024, Audrey Creak was registered through LPL Financial LLC.
- – present · 10 yearsMedford, OR · Adviser representative · Firm CRD 283958
- LPL Financial LLC– · 8 yearsFlorence, OR · Adviser representative · Firm CRD 6413
Professional designations
Listed by Oregon Pacific Wealth Management
- Investment Adviser Certified Compliance Professional®
Investment adviser representative registrations
Audrey Creak is registered as an investment adviser representative in Oregon, since January 2024.
- OregonSince 26 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 17 June 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 March 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 January 2003 |
| Series 7 | General Securities Representative Examination | 3 December 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Audrey Rosemarie Creak
- CRD
- 3071911
- Firm
- Oregon Pacific Wealth Management · CRD 283958
- Role
- Chief Compliance Officer
- Office
- 3250 HILLCREST PARK DRIVE, SUITE 102, Medford, OR 97504
- Registration
- Investment adviser registration
- In the industry since
- April 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oregonpacificwealth.com
Where does Audrey Creak work?
Audrey Creak has been Chief Compliance Officer of Oregon Pacific Wealth Management, LLC since June 2016, and is a control person of the firm.
Is Audrey Creak a financial advisor?
Yes. Audrey Creak has a current investment-adviser registration in Oregon, through Oregon Pacific Wealth Management since January 2024.
How many years of experience does Audrey Creak have?
Audrey Creak has 23 years in the financial industry, since April 2003, across 2 adviser firms.
What exams has Audrey Creak passed?
Audrey Creak has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in December 2002. FINRA credited Audrey Creak with the SIE, which began in October 2018.
Where did Audrey Creak work before Oregon Pacific Wealth Management?
Before Oregon Pacific Wealth Management, Audrey Creak was registered through LPL Financial LLC, March 2008 to August 2016.
Where is Audrey Creak based?
Audrey Creak’s registered office is in Medford, OR.
Is Audrey Creak registered with FINRA?
No. Audrey Creak has no current broker registration.
How can I verify Audrey Creak’s record?
Search CRD 3071911 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Audrey Creak’s full registration record.