Nicole Geraci has been an investment adviser representative at Creekmur Asset Management since July 2022, and is not listed among the firm’s executive officers or direct owners. Nicole Geraci holds a Bachelor of Arts in economics and political science from DePaul University and a Master of Science in accounting from the University of Colorado – Denver.
Creekmur Asset Management, LLC is a Morton, IL firm with $800M under management, 1,902 clients and 15 advisers across 8 offices, as of its September 2026 filing.
Nicole Geraci is Wealth Advisor in the Avon, Colorado office of Creekmur Wealth Advisors, a role she has held since 2022. She began her career at First American Bank in Chicago and joined Rocky Mountain Planning Group in 2008, initially as a paraplanner, advancing to lead financial planner. Her specialties include retirement planning, tax planning and Medicare education.
Nicole Geraci’s longest registration was 9 years at Rocky Mountain Planning Group, Inc (2013–2022). Before joining Creekmur Asset Management in 2022, Nicole Geraci was registered through Rocky Mountain Planning Group, Inc.
- – present · 4 yearsAvon, CO · Adviser representative · Firm CRD 306903
- Rocky Mountain Planning Group, Inc– · 9 yearsAvon, CO · Adviser representative · Firm CRD 114507
Professional designations
Listed by Creekmur Asset Management
- Financial Paraplanner Qualified Professional™ (FPQP®)
- Accredited Wealth Management Advisor™ (AWMA™)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Nicole Geraci is registered as an investment adviser representative in 2 states. The first approvals date from July 2022; the most recent is Texas, in February 2024.
- ColoradoSince 13 July 2022
- TexasSince 19 February 2024
Examinations
No examinations are on Nicole Geraci’s record.
- Full name
- Nicole Andrea Geraci
- CRD
- 6218985
- Firm
- Creekmur Asset Management · CRD 306903
- Office
- 48 E. BEAVER CREEK, SUITE 308, Avon, CO 81620
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- creekmurwealth.com
Where does Nicole Geraci work?
Nicole Geraci is an investment adviser representative registered through Creekmur Asset Management, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Nicole Geraci a financial advisor?
Yes. Nicole Geraci has a current investment-adviser registration in Colorado and Texas, through Creekmur Asset Management since July 2022.
How many years of experience does Nicole Geraci have?
Nicole Geraci has 13 years in the financial industry, since June 2013, across 2 adviser firms.
Where is Nicole Geraci based?
Nicole Geraci’s registered office is in Avon, CO.
Is Nicole Geraci registered with FINRA?
No. Nicole Geraci has no current broker registration.
Is Nicole Geraci a CFP?
Creekmur Asset Management lists Nicole Geraci with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Nicole Geraci’s record?
Search CRD 6218985 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicole Geraci’s full registration record.
