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 14 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 26 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 28 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 22 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 27 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 20 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 5 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 4 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 1 year of experience in the finance industry.

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