Grace C. Wellwerts

CREEKMUR ASSET MANAGEMENT

AVON, CO 81620

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CRD#: 1739990

Professional summary

Grace Catherine Wellwerts, CFP®, CIMA®, who also goes by Grace C Wellwerts, is a registered financial advisor currently at CREEKMUR ASSET MANAGEMENT, LLC located in Avon, Colorado.

Grace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Grace has worked at 4 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Grace C Wellwerts

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grace Catherine Wellwerts's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1993

CIMA^®

Certified Investment Management Analyst

Experience

Current

August 15, 2022 - Present

CREEKMUR ASSET MANAGEMENT, LLC

Office #1: 48 E. Beaver Creek, Avon, CO 81620

RIA

CRD#: 306903

AVON, CO

Past

January 1, 1999 - August 12, 2022

ROCKY MOUNTAIN PLANNING GROUP, INC

RIA

CRD#: 114507

AVON, CO

Past

August 19, 1994 - December 31, 2006

MUTUAL SERVICE CORPORATION

CRD#: 4806

AVON, CO

Past

June 24, 1988 - December 1, 1993

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREEKMUR ASSET MANAGEMENT, LLC

CAM, LLC | CREEKMUR ASSET MANAGEMENT, LLC

CRD#: 306903 / SEC#: 801-118002

RIA

Registered Investment Advisory firm - (1/24/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(8/15/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/28/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/2/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/23/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CREEKMUR ASSET MANAGEMENT, LLC

CAM, LLC | CREEKMUR ASSET MANAGEMENT, LLC

CRD#: 306903 / SEC#: 801-118002

RIA

Registered Investment Advisory firm - (1/24/2020 Approved)

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Contact information

Main Address

805 West Jackson Suite 301, Morton, IL 61550

Mailing Address

Phone number

(309) 925-2043

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREEKMUR ASSET MANAGEMENT WRAP BROCHURE (3/6/2025)

CREEKMUR ASSET MANAGEMENT ADV PART 2A BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts	3,152
AUM (Assets Under Management)	$ 561,787,874

Red Flags

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Grace C. Wellwerts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grace Catherine Wellwerts's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREEKMUR ASSET MANAGEMENT, LLC

ROCKY MOUNTAIN PLANNING GROUP, INC

MUTUAL SERVICE CORPORATION

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

CREEKMUR ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/28/1991

Series 7

Date: 2/2/1996

Series 6

Date: 6/23/1988

Current Firm

CREEKMUR ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREEKMUR ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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