John Creekmur
Advisor at Creekmur Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Creekmur Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Morton, IL 61550
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
John Creekmur is a CFP® professional with 33 years of experience in financial advising. He is currently with Creekmur Asset Management, LLC and has held previous roles at AE Wealth Management, Madison Avenue Securities, Creative Financial Designs, and CFD Investments. Outside of advisory work, he is an insurance agent and a passive investor in a faith-based investment firm with portfolios listed on the NYSE. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm’s investment process combines quantitative portfolio construction, third-party research, and risk profiling, utilizing a range of investment vehicles including institutional funds, ETFs, and structured products.
Based on Creekmur Asset Management, LLC
One-time comprehensive financial planning fees ranging from $1,600 to $25,000
up to 2.00% annually (Wrap Fee Program)
Insurance product commissions, trails, and other compensation from insurance transactions
Financial planning hourly rate of $400/hour
Subscription-based foundational financial planning services range from $500 to $2,500 annually
Account minimum: $100,000 Fee-only: Financial Planning fees range from $1,600 to $25,000 for one-time comprehensive plans; $500-$2,500 annually for subscription-based foundational planning; One-time modular plans at $400/hour, typically $600-$1,500
805 West Jackson, Suite 301
Morton, IL 61550
Illinois · Texas
Creekmur Asset Management, LLC
2019 - Present (7 years)
AE Wealth Management, LLC
2017 - 2020 (3 years)
Madison Avenue Securities, LLC
2017 - 2020 (3 years)
CREEKMUR, INC. DBA Creekmur Wealth Advisors
2008 - Present (18 years)
Creative Financial Designs
1999 - 2017 (18 years)
CFD Investments, Inc.
1998 - 2017 (19 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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