Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Darby D

Series 63, Series 66

Abilene, TX

Creekmur Asset Management, LLC

Darby De Pauw is a financial advisor with Creekmur Asset Management, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Creekmur, De Pauw worked at Keller Williams, Shane Hall Financial, and Robert W Baird. Outside of advising, De Pauw works as a real estate agent and has served as a food delivery driver. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management, various financial planning services, and utilizes third-party tools and managers to align investments with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Owen C

Series 65

Franklin, OH

Creekmur Asset Management, LLC

Owen Cummins is a financial advisor with Creekmur Asset Management, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Valmark Advisers, Valmark Securities, and Secure Future Advisors, LLC. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management alongside various financial planning services and employs third-party tools and managers to align investments with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Brian B

Series 63, Series 65

Roanoke, VA

Creekmur Asset Management, LLC

Brian Bowen is a financial advisor with Creekmur Asset Management, LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Creekmur in 2025, he worked for 15 years at Integrity Financial Planning, Inc. He is also a managing member of Impact Tax Group, LLC, which provides tax preparation and planning services. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to align investments with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Christopher W

Series 65

Greenville, SC

Creekmur Asset Management, LLC

Christopher Wright is a financial advisor at Creekmur Asset Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked with multiple firms, including Idle Hill Advisors LLC and Financial Gravity Asset Management, Inc. Outside of his advisory role, he is involved with Wright Retirement LLC and Carolina Insurance Express LLC, where he manages renewal annuity and insurance commissions for existing clients. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing model managers and third-party tools to align investments with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

James A

CFP®, Series 63, Series 65

Morton, IL

Creekmur Asset Management, LLC

James Anderson is a CFP® with 10 years of industry experience, currently serving as an advisor at Creekmur Asset Management, LLC since 2020. Prior to this, he held roles at Mundane Apparel and multiple financial firms including Madison Avenue Securities, LLC and AE Wealth Management, LLC. Outside of his advisory work, Anderson is also involved as an insurance sales agent with Creekmur, Inc., doing business as Creekmur Wealth Advisors. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and model managers to align investments with client risk profiles across multiple asset types.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Nathan M

Series 65

Pottersville, NY

Creekmur Asset Management, LLC

Nathan Mumme is a financial advisor with Creekmur Asset Management, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Creekmur, he worked at JP Morgan Chase for one year and has experience in educational roles at Cedarville University and the Christian School at Castle Hills. Creekmur Asset Management is an SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to tailor investment strategies across multiple asset classes.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Emily E

Series 65

Roanoke, VA

Creekmur Asset Management, LLC

Emily Elfallah is a financial advisor at Creekmur Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Barron Wealth Strategies and Integrity Financial Planning, Inc. Outside of her advisory role, she is licensed as an insurance agent specializing in life, health, and fixed annuities. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to tailor portfolios to client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Andrew C

Series 65, Series 63

Morton, IL

Creekmur Asset Management, LLC

Andrew Creekmur is a financial advisor with Creekmur Asset Management, LLC and holds Series 65 and Series 63 licenses. He has 10 years of industry experience, including roles at Madison Avenue Securities, AE Wealth Management, CFD Investments, and his own licensed insurance agency, Creekmur, Inc., where he provides insurance products. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm employs model managers and third-party tools to align portfolios with client risk profiles and offers a range of financial planning and tax services through affiliated entities.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Robert P

CFP®, Series 65, Series 63

Morton, IL

Creekmur Asset Management, LLC

Robert Personett is a CFP® with seven years of industry experience, currently serving at Creekmur Asset Management, LLC. His prior work includes roles at LPL Financial, Cefcu, and Charles Schwab & Co., Inc. He is also involved with Whitaker Wealth Management Services, focusing on insurance sales. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Raymond W

ChFC®, Series 63, Series 65

Morton, IL

Creekmur Asset Management, LLC

Raymond Whitaker is a financial advisor at Creekmur Asset Management, LLC with 30 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at First National Bank Tremont and AE Wealth Management, LLC, among others. He also operates Whitaker Wealth Management Services, focusing on insurance sales and financial advisory. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and managers to align investments with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Tyler B

Series 63, Series 66

Maumee, OH

Creekmur Asset Management, LLC

Tyler Bennett is a financial advisor with Creekmur Asset Management, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Northwestern Mutual, and GMK Legacy Holdings LLC, where he also serves as an insurance agent. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and multiple custody options.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Dennis F

CFP®, ChFC®, Series 63, Series 65

Morton, IL

Creekmur Asset Management, LLC

Dennis Fulkerson Sr. is a financial advisor at Creekmur Asset Management, LLC with 25 years of industry experience. He holds CFP® and ChFC® designations and previously worked at RSM US, LLC for 16 years and has managed his own practice, Fulkerson Financial Services, LLC, since 2016. In addition to his advisory role, he is also active in insurance sales and services. Creekmur Asset Management is a team-based SEC-registered advisory firm managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management alongside various financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Nicole G

CFP®

Avon, CO

Creekmur Asset Management, LLC

Nicole Geraci is a CFP® professional with 13 years of industry experience, currently serving at Creekmur Asset Management, LLC since 2022. Her prior roles include fitness instruction at Mountain Recreation and a co-ownership position at Royal Electric, LLC. She also has experience with Vail Resorts and Rocky Mountain Planning Group, Inc. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to align investment strategies with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Jonah F

Series 65

Roanoke, VA

Creekmur Asset Management, LLC

Jonah Fitzgerald is a financial advisor at Creekmur Asset Management, LLC in Roanoke, VA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at KPMG, H.K. Campbell & Company, and positions in academia and the food service industry. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and managers to align portfolios with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

James F

Series 63, Series 66

Maumee, OH

Creekmur Asset Management, LLC

James Ferguson is a financial advisor at Creekmur Asset Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, TD Ameritrade, Scottrade, and E*Trade. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Connor C

Series 65

Morton, IL

Creekmur Asset Management, LLC

Connor Creekmur is a Series 65-licensed advisor with Creekmur Asset Management, LLC and has five years of industry experience. His background includes roles at Creekmur Wealth Advisors and positions in academic and library settings. He also works as an insurance sales agent outside of his advisory role. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and model managers to tailor investment strategies to client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Grace W

CFP®, Series 63

Avon, CO

Creekmur Asset Management, LLC

Grace Wellwerts is a CFP® professional with 27 years of industry experience. She has been with Creekmur Asset Management, LLC since 2022 and previously spent 28 years at Rocky Mountain Planning Group, Inc. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align investments with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Andrew P

Series 66

Morton, IL

Creekmur Asset Management, LLC

Andrew Pisel is a financial advisor at Creekmur Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Savant Wealth Management, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of advising, he is involved in insurance sales as an agent. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a variety of financial planning services, using third-party tools and managers to align investments with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Madison W

Series 65

Roanoke, VA

Creekmur Asset Management, LLC

Madison White is a financial advisor at Creekmur Asset Management, LLC with three years of industry experience. They hold the Series 65 designation and have worked previously at Integrity Financial Planning, Inc. Madison also maintains a part-time role as a life, health, and fixed annuities insurance agent. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million across about 1,900 individual and high-net-worth clients, offering discretionary portfolio management and various financial planning services tailored to different client needs.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Neal W

Series 63, Series 65

Morton, IL

Creekmur Asset Management, LLC

Neal Woollard is a financial advisor with Creekmur Asset Management, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Creekmur, he was affiliated with Hinson Baptist Church in various roles from 2016 to 2024. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for nearly 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align investments with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

John C

CFP®, Series 63, Series 65

Morton, IL

Creekmur Asset Management, LLC

John Creekmur is a CFP® professional with 33 years of experience in financial advising. He is a founding member of Creekmur Asset Management, LLC, where he has worked since 2019, and has previously held roles at AE Wealth Management, Madison Avenue Securities, and Creative Financial Designs. Creekmur is also a passive investor in Inspire Investing, a firm offering faith-based portfolios listed on the NYSE. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and managers and offering a multi-office footprint with wrap-fee program sponsorship.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Ryan H

Series 65

Littleton, CO

Creekmur Asset Management, LLC

Ryan Hauter is a financial advisor at Creekmur Asset Management, LLC, holding a Series 65 designation. He has been with Creekmur since 2025 and has prior experience in diverse roles including Grand Prix Motorsports and the U.S. Air Force Air National Guard, where he has served since 2017. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles across multiple investment vehicles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
user avatar
firm logo

Clark R

CFP®, Series 63, Series 65

Dallas, TX

Creekmur Asset Management, LLC

Clark Randall is a CFP® professional at Creekmur Asset Management, LLC with 39 years of industry experience. He has worked at Cambridge Investment Research Advisors and AE Financial Services, and has served as an instructor for the CFP Board Certification Program at Southern Methodist University. Randall is also involved as a committee member with the Financial Planning Association of DFW and owns a fixed insurance sales business. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, utilizing third-party tools and multiple custodial options within a multi-office structure.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")