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Tina M. Vieregg

Creative Capital Management Investments LLC

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About Tina M. Vieregg

Tina Vieregg is a financial advisor with Creative Capital Management Investments LLC. Tina has been in the financial services industry since 1995. She has a Series 7 and Series 63 license and is a Certified Financial Planner. Tina specializes in providing financial planning, portfolio management, and publication of periodicals. Tina has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Tina Vieregg is currently registered with Creative Capital Management Investments LLC. Creative Capital Management Investments LLC is an investment advisory firm based in San Diego, CA. The firm manages approximately $668 million in assets for a variety of clients including high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit sharing plans. The firm offers investment advisory services including financial planning, portfolio management for individuals, publication of periodicals, and selection of other advisors.
Creative Capital Management Investments LLC

6265 GREENWICH DRIVE

SAN DIEGO, CA 92122

$668.25M

Assets Under Management

38

Total Clients

4

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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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.

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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Tina Vieregg’s Registration & Firm History

CA

08/06/2021 - Present

Creative Capital Management Investments LLC (SAN DIEGO CA)

NY

02/22/1995 - 11/09/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 02/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tina M. Vieregg.
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