Tina Vieregg has been an investment adviser representative at Creative Capital Management Investments since August 2021, and is not listed among the firm’s executive officers or direct owners.
Creative Capital Management Investments LLC is a San Diego, CA firm with $780M under management, 298 clients and 7 advisers in one office, as of its March 2026 filing.
Tina Vieregg is Senior Wealth Advisor of Creative Capital Management Investments (CCMI). She began her career in the investment industry as a Registered Financial Advisor at Morgan Stanley, later was an Investment Analyst for a large Registered Investment Advisor, and then joined a fintech firm where she partnered with financial advisors nationwide on financial planning. After earning a professional designation in 2019, she began serving clients directly, providing integrated investment management and financial planning advice.
Tina Vieregg’s longest registration is the current one, 5 years at Creative Capital Management Investments since 2021. Before joining Creative Capital Management Investments in 2021, Tina Vieregg was registered through Seaside Wealth Management, Inc.
- – present · 5 yearsSan Diego, CA · Adviser representative · Firm CRD 286567
- Seaside Wealth Management, Inc.– · 1 yearCarlsbad, CA · Adviser representative · Firm CRD 271039
Professional designations
Listed by Creative Capital Management Investments
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Behavioral Financial Advisor™ (BFA™)
Investment adviser representative registrations
Tina Vieregg is registered as an investment adviser representative in 2 states. Each was approved in August 2021.
- CaliforniaSince 6 August 2021
- TexasSince 6 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 1995 |
| Series 7 | General Securities Representative Examination | 21 February 1995 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tina M. Vieregg
- CRD
- 2568561
- Firm
- Creative Capital Management Investments · CRD 286567
- Office
- 6265 GREENWICH DRIVE, SUITE 201, San Diego, CA 92122
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myccmi.com
Where does Tina Vieregg work?
Tina Vieregg is an investment adviser representative registered through Creative Capital Management Investments LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Tina Vieregg a financial advisor?
Yes. Tina Vieregg has a current investment-adviser registration in California and Texas, through Creative Capital Management Investments since August 2021.
How many years of experience does Tina Vieregg have?
Tina Vieregg has 6 years in the financial industry, since January 2020, across 2 adviser firms.
What exams has Tina Vieregg passed?
Tina Vieregg has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in February 1995.
Where did Tina Vieregg work before Creative Capital Management Investments?
Before Creative Capital Management Investments, Tina Vieregg was registered through Seaside Wealth Management, Inc., November 2019 to June 2021.
Where is Tina Vieregg based?
Tina Vieregg’s registered office is in San Diego, CA.
Is Tina Vieregg registered with FINRA?
No. Tina Vieregg has no current broker registration.
Is Tina Vieregg a CFP?
Creative Capital Management Investments lists Tina Vieregg with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Tina Vieregg’s record?
Search CRD 2568561 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tina Vieregg’s full registration record.
