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Tom R Creager

Pinnacle West Asset Management Inc.

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About Tom R Creager

Tom Creager is a registered Investment Advisor Representative with Pinnacle West Asset Management Inc. based in Casper, Wyoming. Tom has been in the industry since September 2007. Tom is licensed to provide investment advisory services in Wyoming. Tom holds a Series 65 license and has specializations in portfolio management for individuals and businesses. Pinnacle West Asset Management Inc. is a registered investment advisor and is registered in Wyoming. The firm is headquartered in Casper, Wyoming.

Firm Information

Tom Creager is currently registered with Pinnacle West Asset Management Inc.. Pinnacle West Asset Management Inc. is an investment advisor located in CASPER, WY. The firm has 3 investment adviser representatives and manages approximately $201,513,361 in assets for 214 clients, primarily high-net-worth individuals, corporations, and charitable organizations. Their services include portfolio management for individuals and businesses.
Pinnacle West Asset Management Inc.

152 N. DURBIN STREET

CASPER, WY 82601

$201.51M

Assets Under Management

Not reported

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Tom Creager’s Registration & Firm History

WY

10/03/2017 - Present

Pinnacle West Asset Management Inc. (CASPER WY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tom R Creager.
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