Teresa A Coleman
Investment adviser representative at Creekside Partners
12 yearsExperience
1 stateRegistered in
$553.4MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Creekside PartnersJan 2015 to now
- Creekside Partners Financial Advisers LLCDec 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Creekside Partners
Legal name: Creekside Partners Financial Advisers LLC
$553.4MAssets managed
274Clients
2Advisers
18 yearsIn 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
- 4654757
- Firm CRD
- 125401