Bear Creek Asset Management, LLC

Bear Creek Asset Management, LLC (CRD# 137677) is a financial advisory firm headquartered in Denver, CO. They manage $5,530,000,000 in 127 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5,530
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $43,543,307
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CO, DE, IL, NY, OK, SD, TN, TX, UT, WA

Financial Advisors at Bear Creek Asset Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Kevin R. Tulk
CRD#: 4544560
1200 17th Street, Suite 970, Denver, CO 80202
96
Wealthminder
score

Kevin Tulk (CRD# 4544560) is an Investment Advisor Representative working at Bear Creek Asset Management, LLC in Denver, CO and has over 15 years of experience in the finance industry.

2
William T. Jackson
CRD#: 1276126
1200 17th Street, Suite 970, Denver, CO 80202
93
Wealthminder
score

William Jackson (CRD# 1276126) is an Investment Advisor Representative working at Bear Creek Asset Management, LLC in Denver, CO and has over 27 years of experience in the finance industry.

3
Steven Mickelson
CRD#: 1715116
1200 17th Street, Suite 970, Denver, CO 80202
93
Wealthminder
score

Steven Mickelson (CRD# 1715116) is an Investment Advisor Representative working at Bear Creek Asset Management, LLC in Denver, CO and has over 29 years of experience in the finance industry.

4
Shawn M. Oneal
CRD#: 1651154
1200 17th Street, Suite 970, Denver, CO 80202
93
Wealthminder
score

Shawn Oneal (CRD# 1651154) is an Investment Advisor Representative working at Bear Creek Asset Management, LLC in Denver, CO and has over 23 years of experience in the finance industry.

5
Joseph H. Roddy
CRD#: 1942879
1200 17th Street, Suite 970, Denver, CO 80202
93
Wealthminder
score

Joseph Roddy (CRD# 1942879) is an Investment Advisor Representative working at Bear Creek Asset Management, LLC in Denver, CO and has over 28 years of experience in the finance industry.

6
Troy J. Stonehocker
CRD#: 2371159
1200 17th Street, Suite 970, Denver, CO 80202
93
Wealthminder
score

Troy Stonehocker (CRD# 2371159) is an Investment Advisor Representative working at Bear Creek Asset Management, LLC in Denver, CO and has over 21 years of experience in the finance industry.

7
Scott McKinney
CRD#: 5958417
1200 17th Street, Suite 970, Denver, CO 80202
90
Wealthminder
score

Scott McKinney (CRD# 5958417) is an Investment Advisor Representative working at Bear Creek Asset Management, LLC in Denver, CO and has over 6 years of experience in the finance industry.

8
David Silver
CRD#: 6060455
1200 17th Street, Suite 970, Denver, CO 80202
90
Wealthminder
score

David Silver (CRD# 6060455) is an Investment Advisor Representative working at Bear Creek Asset Management, LLC in Denver, CO and has over 5 years of experience in the finance industry.

9
Neil M. Goff
CRD#: 6546364
1200 17th Street, Suite 970, Denver, CO 80202
87
Wealthminder
score

Neil Goff (CRD# 6546364) is an Investment Advisor Representative working at Bear Creek Asset Management, LLC in Denver, CO and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.