Christa
Hudak

Cocreate Financial

CRD#6610450
Investment Advisor
in Bozeman, MT

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About this Advisor

Christa Hudak is a financial advisor operating in Bozeman, Montana with 4 years of industry experience. Hudak works at Cocreate Financial. Their career trajectory has included roles at Law Office Of Christopher J. Gillette, Raymond James Financial Services Advisors Inc, Raymond James Financial Services, Inc, Hudak & Associates, Inc, Rodan And Fields Independent Consultant, Journey Evangelical Church and Cocreate Financial. Hudak maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Montana. Cocreate Financial is a registered investment business with a branch in Bozeman, Montana.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Office Location

1805 W Dickerson Building 2, Suite 3
Bozeman, MT 59715

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Christa Hudak Work History

Christa has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cocreate Financial

2019 - 2019 (< 1 year)

Journey Evangelical Church

2017 - 2018 (1 year)

Raymond James Financial Services, Inc

2017 - 2018 (1 year)

Rodan And Fields Independent Consultant

2016 - 2018 (2 years)

Raymond James Financial Services Advisors Inc

2016 - 2016 (< 1 year)

Raymond James Financial Services, Inc

2016 - 2018 (2 years)

Hudak & Associates, Inc

2012 - 2016 (4 years)

Law Office Of Christopher J. Gillette

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christa Hudak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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