Chief Compliance Officer · Oregon Pacific Wealth Management
Audrey R. Creak
CRD 3071911 · Named on Form ADV at one SEC-registered adviser
At a glance
Oregon Pacific Wealth Management, an SEC-registered wealth manager based in Medford, OR with $156 million in regulatory assets, lists Audrey R. Creak on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Oregon Pacific Wealth ManagementChief Compliance OfficerWealth manager · Medford, OR · $156M in regulatory assets
AtlasMembers
Audrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings
- Andrew B. CorradettiChief Investment Officer, Oregon Pacific Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Audrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.