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Christa Suzanne Hudak

Cocreate Financial

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About Christa Suzanne Hudak

Christa Suzanne Hudak is a financial advisor with Cocreate Financial. Christa has been in the financial industry for over 10 years, and has experience providing financial planning, asset allocation, and wealth management services to individuals, families, and charitable organizations. Christa is a Certified Financial Planner and a Chartered Financial Consultant. She is licensed to sell securities in Montana and Texas.

Firm Information

Christa Hudak is currently registered with Cocreate Financial. Cocreate Financial is an investment advisor with $31,686,567 in regulatory assets under management. The firm provides financial planning, asset allocation services, advisory consulting, family office and wealth planning, and educational seminars to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. The firm's website addresses are https://cocreatefinancial.com/, https://www.linkedin.com/company/cocreatefinancial/, https://www.linkedin.com/in/MattHudak, http://www.youtube.com/@cocreatefinancial, and https://www.facebook.com/CoCreateFinancial/.

$31.69M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services & advisory consulting & family office and wealth planning

Asset allocation services & advisory consulting & family office and wealth planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christa Hudak’s Registration & Firm History

MT

02/19/2024 - Present

Cocreate Financial (BOZEMAN MT)

MT

09/08/2017 - 07/26/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (BOZEMAN MT)

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Licenses & Designations

BC

Issued 10/19/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/18/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christa Suzanne Hudak.
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