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Pete Stroer

Stonecreek Financial Solutions

3800 N. Lamar Blvd Unit 200

Austin, TX 78731
(512) 6459608

Building Strategies for your Financial Future

About Stonecreek Financial Solutions

Welcome to Stonecreek Financial Solutions

Stonecreek Financial Solutions is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized wealth management strategies are designed to build, maintain, and protect our clients? wealth by delivering an unprecedented level of personalized service combined with a balanced portfolio tailored to meet your specific needs.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions about our firm, or would like to schedule a complimentary consultation, please feel free to contact us. We look forward to hearing from you. Thank you

General Information

Firm Start Year

2005

No.of Employees

2-4

CRD#

5936676

Firm CRD#

39543

Name of Broker/Dealer

Cambridge Investment Research, Inc.

States Licensed in

TX

Years of Experience in Financial Services

8

Number of Years with Current Firm

5

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Fee % Based on Assets

.75-1.2%

Additional Details on Charges

As a fee based advisor my fee schedule is dictated by the level of assets that our firm will manage. The average fee up to 1 million is 1%. When portfolio sizes surpass that level we adjust down for the client.

Minimum Fee Charged for Managed Accounts

.75

Education

Bachelor of Science -

University of Texas at Austin
- 2004

Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA & SIPC to residents of:  Alaska (AK), Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Iowa (IA), Kansas (KS), Kentucky (KY), Michigan (MI), Minnesota (MN), Missouri (MO), Nebraska (NE), New Mexico (NM), Oklahoma (OK), South Dakota (SD), Tennessee (TN), Texas (TX), Wyoming (WY)

Insurance licensed in the following states: Kansas (KS), Missouri (MO)


Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Stonecreek Financial are not affiliated.