James Anderson (CRD# 6469376) is an Investment Advisor Representative working at Creekmur Asset Management, LLC in Morton, IL and has over 8 years of experience in the finance industry. James Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creekmur Asset Management, LLC | Morton, IL | Jan 2020 - Current | 4 |
| Creekmur, Inc. Dba Creekmur Wealth Advisors | Morton, IL | Oct 2016 - Current | 7 |
| Mundane Apparel | Peoria, IL | Jan 2019 - Dec 2023 | 4 |
| Ae Wealth Management, LLC | Topeka, KS | Oct 2017 - Jun 2020 | 2 |
| Madison Avenue Securities, LLC | San Diego, CA | Oct 2017 - Jun 2020 | 2 |
| Creative Financial Designs, Inc. | Morton, IL | Apr 2017 - Oct 2017 | < 1 |
| Cfd Investments, Inc. | Kokomo, IN | Apr 2017 - Oct 2017 | < 1 |
| Unemployed | Edelstein, IL | Mar 2016 - Oct 2016 | < 1 |
| Charles Schwab & Company, Inc. | Indianapolis, IN | Mar 2015 - Mar 2016 | 1 |
| Unemployed | Muncie, IN | May 2014 - Mar 2015 | < 1 |
| Northwest Financial | Indianapolis, IN | Mar 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- IL
- TX
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Total Assets Under Management411MILLIONS
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Total Number of Accounts3,152ACCOUNTS
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Average Account Value$130,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AZ, CA, CO, FL, IL, IN, MI, MO, NC, OH, TN, TX
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