Bear Creek Securities LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
139941
Registered since
August 1, 2006

Firm profile

FINTRX

Overview

Bear Creek Securities LLC is a limited liability company that has been SEC-registered since 2006. The firm is recorded as owned by a domestic entity and an individual and is classified in the dataset as “unclassified” rather than under a specific advisory category. The profile indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser; it also is not flagged as a pension consultant or a related adviser. The dataset does not provide descriptions of the firm’s advisory services, fee model, client segments, or specific investment focus.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Joseph Roddy

    Managing DirectorCRD 1942879

  • Kevin Tulk

    Kevin Tulk

    Managing DirectorCRD 4544560

  • Shawn Oneal

    Managing DirectorCRD 1651154

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1200 17th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth