James Creech
James Creech is a CFP-designated registered investment advisor at Silver Oak Securities, INC., based in Centerville, OH, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
7021 Corporate Way, Centerville, OH, 45459
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Regulatory History (1)
Employment Separation After Allegations
August 2020Other Business ActivitiesSells Insurance
James is an insurance agent selling fixed insurance and annuities through Crump, dedicating a few hours per week to this activity. He also serves as Vice President for All Inclusive Senior Services networking group and Miami Valley Military Affairs Assn., and is the President of Creech Wealth Management, his DBA, spending about a quarter of his time on this.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Invest Capital Partners
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
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.