Skip to content

Julie Kostelecky

Investment adviser representative at Sand Creek Capital in Bozeman, MT

Investment adviser registrationUpdated

Julie Kostelecky is an investment adviser representative at Sand Creek Capital, LLC, an investment adviser managing $471M, and works from its Bozeman, MT office. Julie Kostelecky has been registered through Sand Creek Capital since 16 June 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Julie Kostelecky has been an investment adviser representative at Sand Creek Capital since June 2026, and is not listed among the firm’s executive officers or direct owners.

Sand Creek Capital, LLC is a Rexburg, ID firm with $471M under management, 988 clients and 10 advisers across 7 offices, as of its July 2026 filing.

  1. – present · under a year
    Bozeman, MT · Adviser representative · Firm CRD 326719

Credentials and registrations

Investment adviser representative registrations

Julie Kostelecky is registered as an investment adviser representative in Montana, since June 2026.

  • MontanaSince 16 June 2026

Examinations

Series 656 March 2026
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
8274201
Firm
Sand Creek Capital · CRD 326719
Office
3805 Valley Commons Drive, Suite 7, Bozeman, MT 59718
Registration
Investment adviser registration
In the industry since
June 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Julie Kostelecky work?

Julie Kostelecky is an investment adviser representative registered through Sand Creek Capital, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Julie Kostelecky a financial advisor?

Yes. Julie Kostelecky has a current investment-adviser registration in Montana, through Sand Creek Capital since June 2026.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Julie Kostelecky have?

Julie Kostelecky has 0 years in the financial industry, since June 2026, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Julie Kostelecky passed?

Julie Kostelecky passed the Series 65 in March 2026.

Source: IAPD individual record, checked 23 October 2026

Where is Julie Kostelecky based?

Julie Kostelecky’s registered office is in Bozeman, MT.

Source: IAPD individual record, checked 23 October 2026

Is Julie Kostelecky registered with FINRA?

No. Julie Kostelecky has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Julie Kostelecky’s record?

Search CRD 8274201 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julie Kostelecky’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Sand Creek Capital

Sources

  1. IAPD individual record, CRD 8274201, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sand Creek Capital, LLC, filed 30 July 2026. Executive officers and direct owners; this person is not among them.