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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 2023-03-21
  • TX RA
    APPROVED
    Since 2023-03-21

Branch Locations

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

Dallas, TX • 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
Cambridge Investment Research, Inc Fairfield IA 12/2010 03/2023
Cambridge Investment Research Advisors, Inc Fairfield IA 12/2010 03/2023
Ae Financial Services, Llc Topeka KS 03/2023 12/2023
Creekmur Asset Management, Llc Morton IL 03/2023 Present
Previous Registrations
Other Businesses

1.) CREEKMUR INC., DBA CREEKMUR ASSET MANAGEMENT, LLC POSITION INSURANCE AGENT; NATURE: INSURANCE SALES INVESTMENT RELATED: NO; NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE 03/2023 ADDRESS: MORTON, IL 61550 DESCRIPTION: Insurance Sales and Services. 2.) FINANCIAL PLANNING ASSOCIATION OF DFW POSITION: COMMITTEE MEMBER NATURE: NON-PROFIT 501 C-3 INVESTMENT RELATED: NO NUMBER OF HOURS: 01 SECURITIES TRADING HOURS: 01 START DATE 01/2021 ADDRESS: 1290 BROADWAY SUITE 1625 DENVER, CO 80203 DESCRIPTION: HELP BUILD MEMBERSHIP FOR THE ORGANIZATION 3.) FINANCIAL ENLIGHTENMENT POSITION: OWNER NATURE: Fixed Insurance Sales and Annuity Clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE 01/1987 ADDRESS: 10,000 N CENTRAL EXPRESSWAY, STE 400 DALLAS TX DESCRIPTION: Insurance Sales and Services. 4.) SOUTHERN METHODIST UNIVERSITY POSITION: Instructor NATURE: CFP Board Certification Prog INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE 01/1987 ADDRESS: 10,000 N CENTRAL EXPRESSWAY, STE 400 DALLAS TX DESCRIPTION: Insurance Sales and Services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-27
S63 Uniform Securities Agent State Law Examination 1987-02-11
  • S65 Uniform Investment Adviser Law Examination
    1997-06-27
  • S63 Uniform Securities Agent State Law Examination
    1987-02-11
Designations
Other Names
  • Clark David Randall
  • Clark David Randall

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