Edward
Creegan
Castlepoint Wealth Advisors
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About this Advisor
Edward Creegan is a financial advisor based in Oklahoma City, Oklahoma, working with Castlepoint Wealth Advisors. Edward has previously held positions at Castlepoint Wealth Advisors, Stay At Home Dad, Towne Park, and Greenwich Hotel. Edward has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma. Currently, Edward is part of Castlepoint Wealth Advisors, which operates out of Oklahoma City, Oklahoma. The firm has 1 office and 10 employees. The firm manages assets totaling $547.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Castlepoint Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Castlepoint Wealth Advisors Brokerage Details
$547,302,860
10
979
$559,043
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Edward Creegan Work History
Castlepoint Wealth Advisors
Stay At Home Dad
Towne Park
Greenwich Hotel
Disclosures
Please visit the SEC profile of Edward Creegan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Castlepoint Wealth Advisors
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 6/19/2024. 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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