John Creekmur is a CFP-designated registered investment advisor at Creekmur Asset Management, LLC, based in Morton, IL, with 33 years of industry experience. John 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
805 West Jackson, Suite 301, Morton, IL, 61550
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an insurance agent for Creekmur Inc, dba Creekmur Wealth Advisors, dedicating a few hours per week to sales since 2007. He is also a passive investor (owning less than 5%) in Inspire Investing since 2017, spending minimal time on this activity.
Employment History
Current Registrations
Creekmur Asset Management, LLC
Previous Registrations
Madison Avenue Securities, LLCBroker
Ae Wealth Management, LLC
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Royal Alliance Associates, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cfd Investments, INC.Broker
Wall Street Investor ServicesBroker
Edward D. Jones & CO., L.P.Broker
State Registrations2 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.