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James Herold Anderson

Creekmur Asset Management, LLC

Morton, IL

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Current Employers
Creekmur Asset Management, Llc

805 West Jackson Suite 301, Morton, IL 61550 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-19
IL RA APPROVED 2020-02-03
  • TX RA
    APPROVED
    Since 2024-02-19
  • IL RA
    APPROVED
    Since 2020-02-03

Branch Locations

805 West Jackson Suite 301, Morton, IL 61550 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ae Wealth Management, Llc Topeka KS 10/2017 06/2020
Madison Avenue Securities, Llc San Diego CA 10/2017 06/2020
Creekmur, Inc. Dba Creekmur Wealth Advisors Morton IL 10/2016 Present
Unemployed Edelstein IL 03/2016 10/2016
Creative Financial Designs, Inc. Morton IL 04/2017 10/2017
Cfd Investments, Inc Kokomo IN 04/2017 10/2017
Mundane Apparel Peoria IL 01/2019 12/2023
Creekmur Asset Management, Llc Morton IL 01/2020 Present
  • 10/2017 → 06/2020
    Topeka, KS
  • 10/2017 → 06/2020
    Madison Avenue Securities, Llc
    San Diego, CA
  • 10/2016 → Present
    Creekmur, Inc. Dba Creekmur Wealth Advisors
    Morton, IL
  • 03/2016 → 10/2016
    Unemployed
    Edelstein, IL
  • 04/2017 → 10/2017
    Morton, IL
  • 04/2017 → 10/2017
    Cfd Investments, Inc
    Kokomo, IN
  • 01/2019 → 12/2023
    Mundane Apparel
    Peoria, IL
  • 01/2020 → Present
    Morton, IL
Previous Registrations
Other Businesses

1.) NAME: CREEKMUR, INC., DBA CREEKMUR WEALTH ADVISORS; INV RELATED:NO; ADDRESS: 805 W JACKSON STREET, SUITE 301 MORTON, IL 61550; NATURE: INSURANCE SALES; POSITION: AGENT; START DATE:10/17/2016; HOURS/MONTH:10; TRADING HOURS/MONTH:1 HOUR/DAY; DUTIES:SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-26
S63 Uniform Securities Agent State Law Examination 2015-09-09
  • S65 Uniform Investment Adviser Law Examination
    2017-04-26
  • S63 Uniform Securities Agent State Law Examination
    2015-09-09
Designations
Other Names
  • Andy Herold Anderson
  • Andy Anderson

View on SEC IAPD

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