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805 West Jackson Suite 301, Morton, IL 61550 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-19 |
| IL | RA | APPROVED | 2020-01-24 |
Branch Locations
805 West Jackson Suite 301, Morton, IL 61550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments, Inc. | Morton | IL | 05/1998 | 10/2017 |
| Creative Financial Designs | Kokomo | IN | 04/1999 | 10/2017 |
| Creekmur, Inc. Dba Creekmur Wealth Advisors | Morton | IL | 06/2008 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 10/2017 | 06/2020 |
| Madison Avenue Securities, Llc | San Diego | CA | 10/2017 | 05/2020 |
| Creekmur Asset Management, Llc | Morton | IL | 12/2019 | Present |
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:9/25/2007; HOURS/MONTH:10; TRADING HOURS/MONTH:1 HOUR/DAY; DUTIES:SALES NAME:INSPIRE INVESTING; INV RELATED:YES; ADDRESS:650 SAN BENITO STREET, STE 130, HOLLISTER, CA 95023; NATURE:CREATOR AND DISTRIBUTOR OF FAITH BASED WITH PORTFOLIOS THAT ARE LISTED ON THE NYSE; POSITION:PASSIVE INVESTOR OWNING LESS THAN 5%; START DATE:1/1/2017; HOURS/MONTH:0; TRADING HOURS/MONTH:0; DUTIES:PASSIVE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-30 |
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