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Creekmur Wealth Advisors

Tel: 309-925-2043
805 W. Jackson St.
Ste. #301
Morton, IL 61550
Creekmur Wealth Advisors | Financial Advisor in Morton ,IL

True Wealth: Dream It, Build It, Live It


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
Name of Custodial Firm:   TD Ameritrade, Schwab, Fidelity
States Licensed in:   All States
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Tax Advice and Services, Financial Planning

Services

Investment Types:   Insurance, Annuities, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Mortgages & Real Estate, Commodities
Can meet clients in the following ways:   Phone, Our Office, Email, Our Offices, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Disability, Health

Firm Information

Firm's Number of Clients:   1,200
Firm's Number of Planning Clients:   10
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

FAQs

What services do you provide? What are your specialties?

Financial Planning Portfolio Management Retirement Planning 401K Rollovers Wealth Management Money Management Risk Management Education Funding and Planning Financial Advice & Consulting Financial Planning for Individuals Financial Planning for Businesses Investment Advice & Management Legal Advice and Services Insurance Products & Annuities


Disclosures

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

https://creekmurwealth.com/disclaimer/

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890850/wiseradvisor-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

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

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