James Anderson
James Anderson is a CFP-designated registered investment advisor at Creekmur Asset Management, LLC, based in Morton, IL, with 10 years of industry experience. James 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wrap fee program fees do not exceed 2.00% and include advisory fees, platform fees, third-party manager fees, and transaction fees.
Fee Estimator
Location
805 West Jackson, Suite 301, Morton, IL, 61550
Get directionsHistory
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
James is an insurance agent for Creekmur, Inc., dba Creekmur Wealth Advisors, selling insurance products since 2016. This activity requires a few hours per week, plus one hour per day for trading.
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
Charles Schwab & CO., INC.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.
Exams
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- Philip Schmidt, PFSCambridge Investment Research Advisors, INC.