Creekmur Wealth Advisors- Financial Advisor Morton, IL

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About Creekmur Wealth Advisors

Creekmur Wealth has been working with their clients since 1995 to help them clearly define the goals and dreams that they have, then designing a plan to help them live those goals and dream out. We are a full service, comprehensive financial planning firm that will look at all areas of your financial life (retirement income, taxes, investments, insurance, and estate planning) to make sure that they are working as efficiently as possible. Walking side by side with our clients through the highs and lows of life, market cycles, and everything in between is what we are passionate about. We look forward to working with you!

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General Information

Firm Start Year

1995

No. of Employees

10-19

Firm CRD#

306903

Name of Custodial Firm

TD Ameritrade, Schwab, Fidelity

States Licensed in

All States

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Risk Management, Financial Planning for Individuals, Tax Advice and Services, Money Management, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 63, Series 7, Series 6, Series 65, Series 66

Insurance and Annuity Licenses

Disability, Annuity, Health, Life

Firm Information

Firm's Number of Clients

1,200

Firm's Number of Planning Clients

Firm's Number of Managed Clients

1,210

Assets Managed by Firm

$315,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Flat Fee

Minimum Fee Charged for Managed Accounts

0.50% - 1.50%

Minimum Fee Charged for Hourly Planning Accounts

$250

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890850/paladinregistry-Creekmur-Wealth-Advisors-detailed-disclosure.html

Disclaimer

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Investment advisory services offered only by duly registered individuals through Creekmur Asset Management, LLC (CAM LLC), a Registered Investment Adviser. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of John Creekmur or Creekmur Wealth Advisors is stated or implied. Radio, TV and print appearances are paid placements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The firm is not affiliated with the US government or any governmental agency. 00510917

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Creekmur Wealth Advisors