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Neal D. Woollard

CREEKMUR ASSET MANAGEMENT
Morton, IL 61550
Some features on this profile are disabled
CRD#: 6285805
NW

Professional summary

Neal David Woollard is a registered financial advisor currently at CREEKMUR ASSET MANAGEMENT, LLC located in Morton, Illinois.

Neal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Neal has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Neal David Woollard'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®
None

Experience

Current

January 1, 2025 - Present

CREEKMUR ASSET MANAGEMENT, LLC

Office #1: 805 West Jackson Suite 301, Morton, IL 61550
RIA
CRD#: 306903
Morton, IL
Past

February 21, 2014 - August 25, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CLACKAMAS, OR

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".
CA
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
Illinois
(1/1/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/27/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/5/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/25/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/21/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CA
CREEKMUR ASSET MANAGEMENT, LLC
CAM, LLC | CREEKMUR ASSET MANAGEMENT, LLC

CRD#: 306903 / SEC#: 801-118002

RIA
Registered Investment Advisory firm - (1/24/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
36

SEC notice filing (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREEKMUR ASSET MANAGEMENT WRAP BROCHURE (3/3/2026)
CREEKMUR ASSET MANAGEMENT ADV PART 2A BROCHURE (3/3/2026)

Regulatory assets under management

Total Number of Accounts3,152
AUM (Assets Under Management)$ 800,048,313

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CREEKMUR ASSET MANAGEMENT, LLC

CRD#: 306903Morton, IL 61550

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