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Creekmur Asset Management, LLC CRD 306903
$800M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
805 West Jackson Suite 301, Morton, IL 61550 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-20 |
Branch Locations
1315 Second St. Sw, Roanoke, VA 24016 • United States
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 |
|---|---|---|---|---|
| Integrity Financial Planning, Inc. | Roanoke | VA | 04/2023 | Present |
| Barron Wealth Strategies | Weatherford | TX | 04/2017 | 12/2020 |
| Integrity Financial Planning, Inc. | Roanoke | VA | 04/2022 | 04/2023 |
| At&T Authorized Retailer | Cleburne | TX | 01/2014 | 04/2017 |
| Unemployed | Weatherford | TX | 01/2021 | 04/2022 |
| Creekmur Asset Management | Morton | IL | 02/2025 | Present |
INSURANCE AGENT. LIFE, HEALTH & FIXED ANNUITIES. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT= 20 HOURS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-03 |
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