Featured Business Financial Advisor in Austin, TX
Austin Financial Advisors
Stonecreek Financial Solutions
3800 N. Lamar Blvd Unit 200
Austin, TX 78731
Phone Number
“Building Strategies for your Financial Future”
Advisor Profile
Pete  Stroer
Name:  Pete Stroer
Website:  Visit Website
Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA & SIPC to residents of:  Alaska (AK), Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Iowa (IA), Kansas (KS), Kentucky (KY), Michigan (MI), Minnesota (MN), Missouri (MO), Nebraska (NE), New Mexico (NM), Oklahoma (OK), South Dakota (SD), Tennessee (TN), Texas (TX), Wyoming (WY)

Insurance licensed in the following states: Kansas (KS), Missouri (MO)


Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Stonecreek Financial are not affiliated.

About Stonecreek Financial Solutions

Welcome to Stonecreek Financial Solutions

Stonecreek Financial Solutions is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized wealth management strategies are designed to build, maintain, and protect our clients? wealth by delivering an unprecedented level of personalized service combined with a balanced portfolio tailored to meet your specific needs.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions about our firm, or would like to schedule a complimentary consultation, please feel free to contact us. We look forward to hearing from you. Thank you
 

General Information

States Willing to do Business in:    Austin,Buda,Cedar Creek,Cedar Park,Del Valle,Driftwood,Dripping Springs,Elgin,Georgetown,Hutto,Kyle,Leander,Liberty Hill,Manchaca,Manor,Pflugerville,Round Rock,Spicewood,Taylor
Number of Years with Current Firm:    5
Name of Broker/Dealer:    Cambridge Investment Research, Inc.
Years of Experience in Financial Services:    8
States Licensed in:    TX
CRD#:    5936676
Firm CRD#:    39543
 

Qualifications & Memberships

Securities Licenses:    Series 66, Series 7
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Fee % Based on Assets:    .75-1.2%
Compensation Methods:    Based on Assets
Fee Structure:    Fee-Based
Minimum Fee Charged for Managed Accounts:    .75
Additional Details on Charges:    As a fee based advisor my fee schedule is dictated by the level of assets that our firm will manage. The average fee up to 1 million is 1%. When portfolio sizes surpass that level we adjust down for the client.
 
 
 
 
 
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