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RIA / WealthAdvisor18 years in industry

ERIK LAWRENCE KROM

Advisor at CLEAR CREEK ADVISORS

DENVER, CO

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Search this name across graphsid dfx:ria:8de57137-69c5-396b-1352-30e4d383ed9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 2, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEAR CREEK ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65
First exam: May 1, 2012
First registration: May 2, 2012
Dual registered: no
IAPD individual key: 5998349

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLEAR CREEK ADVISORS	Independent wealth	Jun 2, 2017	n/a	yes	DENVER, CO	Current employment
TFO WEALTH PARTNERS	Independent wealth	Jan 23, 2015	Jul 5, 2017	no	DENVER, CO\|MAUMEE, OH	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Apr 24, 2014	Mar 25, 2015	no	DENVER, CO	Previous registration
ALPHASTAR CAPITAL MANAGEMENT	Independent wealth	Jul 19, 2012	Apr 11, 2014	no	DENVER, CO\|CORNELIUS, NC	Previous registration
ALPHASTAR CAPITAL MANAGEMENT	Independent wealth	Jul 18, 2012	Jul 18, 2012	no	GREENWOOD VILLAGE, CO\|CORNELIUS, NC	Previous registration
LIBERTY WEALTH MANAGEMENT, LLC	Former SEC adviser	May 2, 2012	Jul 20, 2012	no	GREENWOOD VILLAGE, CO\|OAKLAND, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TFO WEALTH PARTNERS	CLEAR CREEK ADVISORS	Jul 5, 2017	Jun 2, 2017	-33	Firm change after gap	Other
BROOKSTONE WEALTH ADVISORS, LLC	TFO WEALTH PARTNERS	Mar 25, 2015	Jan 23, 2015	-61	Firm change after gap	Other
ALPHASTAR CAPITAL MANAGEMENT	BROOKSTONE WEALTH ADVISORS, LLC	Apr 11, 2014	Apr 24, 2014	13	Firm change	Other
LIBERTY WEALTH MANAGEMENT, LLC	ALPHASTAR CAPITAL MANAGEMENT	Jul 20, 2012	Jul 18, 2012	-2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
137658:124407:CO:2015-03-25	Mar 25, 2015	Jan 23, 2015	DENVER, CO	Firm change after gap

Relationships

Registered with (5)

→ CLEAR CREEK ADVISORSRegistered adviserregistration: current employment
Jun 2, 2017 to presentfactForm ADV
→ TFO WEALTH PARTNERSRegistered adviserregistration: previous registration
Jan 23, 2015 to Jul 5, 2017factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 24, 2014 to Mar 25, 2015factForm ADV
→ ALPHASTAR CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jul 19, 2012 to Apr 11, 2014factForm ADV
→ LIBERTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 2, 2012 to Jul 20, 2012factForm ADV

Dated events

No dated event names this entity yet.