Julie Kostelecky
Investment adviser representative at Sand Creek Capital, LLC
16 yearsExperience
1 stateRegistered in
$471.2MFirm assets
3 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
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Sand Creek Capital, LLCMay 2026 to now
- Rudd Management CorpNov 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MT).
Sand Creek Capital, LLC
$471.2MAssets managed
988Clients
10Advisers
3 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
- 8274201
- Firm CRD
- 326719