MW
MW

Madison Brooke White

2 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

Madison works as an insurance agent selling life, health, and fixed annuities with various carriers since 2022. This activity takes about 10-20% of Madison's time and is not investment related.

Employment History
Current Registrations
Creekmur Asset Management, LLC
March 2025 - Present · 11 mos
Previous Registrations
Integrity Financial Planning, INC.
April 2023 - March 2025 · 1 yr 11 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Madison Brooke White - Financial Advisor | TrueAdvisor