Cocreate Financial

Cocreate Financial (CRD# 299648) is a financial advisory firm headquartered in Bozeman, MT. They manage $22,730,786 in 233 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1805 W Dickerson, Building 2, Suite 3, Bozeman, MT 59715
https://www.facebook.com/cocreatefinancial/
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $97,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MT, TX

Financial Advisors at Cocreate Financial
Showing 1 - 2 of 2 top financial advisors.
1
Christa Hudak, financial advisor Bozeman MT
Christa S. Hudak
CRD#: 6610450
1805 W Dickerson, Building 2, Suite 3, Bozeman, MT 59715

Christa Hudak (CRD# 6610450) is an Investment Advisor Representative working at Cocreate Financial in Bozeman, MT and has over 7 years of experience in the finance industry.

2
Matthew Hudak, financial advisor Bozeman MT
Matthew N. Hudak
CRD#: 6206300
1805 W Dickerson, Building 2, Suite 3, Bozeman, MT 59715

Matthew Hudak (CRD# 6206300) is an Investment Advisor Representative working at Cocreate Financial in Bozeman, MT and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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