Investment adviser representative · Creative Money LLC
Penelope Claire C. Holmes
CRD 7346833 · Mountlake Terrace, WA
At a glance
Penelope Claire C. Holmes is an investment adviser representative with Creative Money LLC in Mountlake Terrace, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Penelope Claire’s SEC record dates to 2023, about 2 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Creative Money LLCSince September 2025Mountlake Terrace, WA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2023 (2 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Penelope’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Creative Money LLC
- Samantha M. KirbyMountlake Terrace · Certified Financial Planner
- Joann NiecieckiMountlake Terrace
- Melinda J. CrarySeattle · Certified Financial Planner
- Martha J. McNeelyBellevue
Every advisor at Creative Money LLC →Financial advisors in Mountlake Terrace, WA →Every Creative Money LLC advisor in Mountlake Terrace →Advisor Moves: who changed firms this week →