James H. Anderson

CREEKMUR ASSET MANAGEMENT

Morton, IL 61550

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CRD#: 6469376

Professional summary

James Herold Anderson, CFP®, who also goes by Andy Herold Anderson, Andy Anderson, is a registered financial advisor currently at CREEKMUR ASSET MANAGEMENT, LLC located in Morton, Illinois.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. James has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Herold Anderson | Andy Anderson

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.) NAME: CREEKMUR, INC., DBA CREEKMUR WEALTH ADVISORS; INV RELATED:NO; ADDRESS: 805 W JACKSON STREET, SUITE 301 MORTON, IL 61550; NATURE: INSURANCE SALES; POSITION: AGENT; START DATE:10/17/2016; HOURS/MONTH:10; TRADING HOURS/MONTH:1 HOUR/DAY; DUTIES:SALES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Herold Anderson'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: 2018

Experience

Current

February 3, 2020 - Present

CREEKMUR ASSET MANAGEMENT, LLC

Office #1: 805 West Jackson Suite 301, Morton, IL 61550

RIA

CRD#: 306903

Morton, IL

Past

October 19, 2017 - June 1, 2020

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

SAN DIEGO, CA

Past

October 18, 2017 - June 30, 2020

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Morton, IL

Past

April 26, 2017 - November 9, 2017

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

Morton, IL

Past

April 17, 2017 - November 9, 2017

CFD INVESTMENTS, INC.

CRD#: 25427

MORTON, IL

Past

September 3, 2015 - April 4, 2016

CHARLES SCHWAB & CO., INC.

CRD#: 5393

INDIANAPOLIS, IN

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

Illinois
(2/3/2020)

IAR

Texas
(2/19/2024)

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

IAR

Series 65

Date: 4/26/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/9/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/3/2015

General Securities 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

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.

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Firm Stability Insights

James H. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Herold Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

AE WEALTH MANAGEMENT, LLC

CREATIVE FINANCIAL DESIGNS, INC.

CFD INVESTMENTS, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

CREEKMUR ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2017

Series 63

Date: 9/9/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/3/2015

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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