Susan Ann Estep
Investment adviser representative at Willow Creek Capital Management, Inc.
16 yearsExperience
2 statesRegistered in
$280MFirm assets
Under 1 yearFirm in business
Are you Susan Ann Estep? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jan 2019 to now
- Raymond James Financial Services, Inc.Jan 2019 to now
- Estep, Geeting and Weber Capital ManagementFeb 2011 to now
- Willow Creek Capital Management, Inc.Jan 2010 to now
- Wells Fargo Advisors FinancialJan 2010 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Willow Creek Capital Management, Inc.
$280MAssets managed
413Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1636058
- Firm CRD
- 333911