JC
CFP
JC
CFP

John Mark Creekmur

32 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,630 clients
Average Client Portfolio
$345K average
Assets Under Management
$561.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

805 West Jackson, Suite 301, Morton, IL, 61550

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History

Regulatory History
Clean regulatory record

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.

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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
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Madison Avenue Securities, LLCBroker
October 2017 - June 2020 · 2 yrs 8 mos
Ae Wealth Management, LLC
October 2017 - June 2020 · 2 yrs 8 mos
Creative Financial Designs, INC.
April 1999 - November 2017 · 18 yrs 7 mos
Cfd Investments, INC.Broker
May 1998 - November 2017 · 19 yrs 6 mos
Royal Alliance Associates, INC.Broker
April 1996 - May 1998 · 2 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
July 1995 - April 1996 · 9 mos
The Lincoln National Life Insurance CompanyBroker
July 1995 - April 1996 · 9 mos
Cfd Investments, INC.Broker
March 1995 - August 1995 · 5 mos
Wall Street Investor ServicesBroker
June 1993 - February 1995 · 1 yr 8 mos
Edward D. Jones & CO., L.P.Broker
April 1992 - November 1992 · 7 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.
John Mark Creekmur - Financial Advisor | TrueAdvisor