Jeffrey Creek, financial advisor Cincinnati OH

Jeffrey Creek

CRD Number: 1762905
Current Firm: Mgo One Seven

Jeffrey Creek (CRD# 1762905) is an Investment Advisor Representative working at Mgo One Seven in Cincinnati, OH and has over 35 years of experience in the finance industry. Jeffrey Creek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mgo One Seven Dba Callahan Financial Cincinnati, OH Oct 2022 - Current 1
Wealthcor Llc Dba Callahan Financial Cincinnati, OH Jan 2017 - Oct 2022 5
Lpl Financial, LLC Cincinnati, OH Nov 2016 - Oct 2022 5
Unemployed Cincinnati, OH Sep 2015 - Nov 2016 1
Hengehold Capital Management LLC Cincinnati, OH Jun 2000 - Aug 2015 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
Contact Info for Jeffrey A. Creek
Phone Number: 216-865-1700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,430
    MILLIONS
  • Total Number of Accounts
    10,151
    ACCOUNTS
  • Average Account Value
    $239,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV

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