Grace Catherine Wellwerts

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1994 → 08/2022
  Rocky Mountain Planning Group, Inc
  Avon, CO
• 08/2022 → Present
  Creekmur Asset Management, Llc
  Morton, IL

Previous Registrations

• 1999-01-01 → 2022-08-12
  Rocky Mountain Planning Group, Inc
  Avon, CO

Other Businesses

1. ROCKY MOUNTAIN PLANNING GROUP, INC.; INVESTMENT-RELATED; 48 E. BEAVER CREEK, SUITE 308, AVON, CO 81620; REGISTERED INVESTMENT ADVISER; PRINCIPAL; START 10/1994; APPROX 160 HOURS PER MONTH; APPROX 130 HOURS PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY SERVICES. 2. CREEKMUR ASSET MANAGEMENT, LLC; INVESTMENT-RELATED; 805 WEST JACKSON STREET, SUITE 301, MORTON, IL 61550; REGISTERED INVESTMENT ADVISER; CONSULTANT; START 08/2022; APPROX 160 HOURS PER MONTH; APPROX 130 HOURS PER MONTH DURING HOURS; PROVIDE INVESTMENT ADVISORY SERVICES. 3. LICENSED INSURANCE AGENT; INVESTMENT-RELATED; 48 E. BEAVER CREEK, SUITE 308, AVON, CO 81620; INSURANCE SALES; INSURANCE AGENT; SELL INSURANCE PRODUCTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-10-28

Designations

• Certified Financial Planner

Other Names

• Grace C Wellwerts