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Neal David Woollard

Creekmur Asset Management, LLC

Morton, IL

CRD 6285805

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Employer firm

Creekmur Asset Management, LLC CRD 306903

$800M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Creekmur Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-01
  • IL RA
    APPROVED
    Since 2025-01-01

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
Hinson Baptist Church Portland OR 01/2017 07/2024
Creekmur Asset Management, Llc Morton IL 11/2024 Present
Hinson Baptist Church - Residency Training Program Portland OR 08/2016 12/2016
Unemployed Portland OR 08/2024 10/2024
  • 01/2017 → 07/2024
    Hinson Baptist Church
    Portland, OR
  • 11/2024 → Present
    Morton, IL
  • 08/2016 → 12/2016
    Hinson Baptist Church - Residency Training Program
    Portland, OR
  • 08/2024 → 10/2024
    Unemployed
    Portland, OR
Other Businesses

CREEKMUR, INC., DBA CREEKMUR WEALTH ADVISORS; INV RELATED:NO; ADDRESS:805 W. JACKSON STREET, SUITE 301MORTON, IL 61550; NATURE:LICENSED INSURANCE AGENCY; POSITION:INSURANCE AGENT; START DATE:07/2026; HOURS/MONTH:20; TRADING HOURS/MONTH:20; DUTIES:PROVIDE INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-27
S63 Uniform Securities Agent State Law Examination 2014-03-05
  • S65 Uniform Investment Adviser Law Examination
    2024-12-27
  • S63 Uniform Securities Agent State Law Examination
    2014-03-05

View on SEC IAPD

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