Our Mission

To offer diversified, unbiased services and help our clients achieve their financial goals while cultivating an inspiring, dynamic team environment for our employees.

Traditional Services,
Unconventional Service

Cedar Creek Securities is an independent, full-service investment firm offering traditional brokerage, investment advisory and risk management services.

Cedar Creek was established with a fresh perspective and a different approach to building client relationships. With no account minimums, we work with people in every stage of life with any level of wealth. Our clients' financial goals range from opening an IRA to saving money for a new home or new business, to growing wealth for their families or future generations. Our experienced investment professionals help educate and guide clients and their families through the wealth accumulation and transition process. In addition, we manage 401(k) plans, and provide guidance with estate planning and charitable giving. We're committed to building lifelong relationships by providing our clients with the best mix of investments and services to meet their needs and help them achieve their financial potential.

Locations