Grace Catherine Wellwerts

Current Employers

Creekmur Asset Management, Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-08-15

CO RA
APPROVED

Since 2022-08-15

Branch Locations

48 E. Beaver Creek Suite 308, Avon, CO 81620 • United States

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

Organization	City	State	From	To
Rocky Mountain Planning Group, Inc	Avon	CO	10/1994	08/2022
Creekmur Asset Management, Llc	Morton	IL	08/2022	Present

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

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-10-28

S63 Uniform Securities Agent State Law Examination

1991-10-28

Designations

Other Names

Grace C Wellwerts

View on SEC IAPD