AP
AP

Andrew Michael Pisel

9 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

Andrew is an insurance agent with Creekmur Inc., doing business as Creekmur Wealth Advisors, since July 2022. He dedicates a few hours per week to insurance sales, including during trading hours.

Employment History
Current Registrations
Creekmur Asset Management, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Savant Wealth Management
April 2021 - December 2021 · 8 mos
TD Ameritrade, INC.
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade Investment Management, LLC
February 2018 - December 2020 · 2 yrs 10 mos
Scottrade Investment Management
February 2017 - February 2018 · 1 yr
Scottrade, INC.Broker
January 2017 - February 2018 · 1 yr 1 mo
Victory Capital Advisers, INC.Broker
September 2015 - April 2016 · 7 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.