Dennis Fulkerson is a CFP, ChFC-designated registered investment advisor at Creekmur Asset Management, LLC, based in Hanna City, IL, with 24 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,902 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creekmur Asset Management manages investments through a wrap fee program. The wrap fee covers advisory fees, platform fees, third-party manager fees, and transaction-based fees. The wrap fee does not exceed 2.00%. For younger clients with less than $250,000, CAM uses Altruist for custodial services, which may have separate transaction fees. The fee is calculated based on the average daily balance of your account and deducted monthly.
Location
12502 W. Jolynn Court, Hanna City, IL, 61536
Get directionsHistory
Regulatory History (5)
Customer Dispute
June 2005Customer Dispute
March 2003Customer Dispute
October 1996Customer Dispute
April 1996Customer Dispute
February 1996Other Business Activities
The provided text only mentions compensation based on assets under management. There is no information about Dennis's outside business activities.
Employment History
Current Registrations
Creekmur Asset Management, LLC
Fulkerson Financial Services, LLC
Previous Registrations
Rsm US Wealth Management LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.