Andrew J. Creme
VICTORY FINANCIAL
Austin, TX 78730
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CRD#: 6788508
Professional summary
Andrew James Creme, AIF®, CFP®, who also goes by Drew Creme, is a registered financial advisor currently at VICTORY FINANCIAL located in Austin, Texas.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Andrew has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Drew Creme
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 of Business: Creme Wealth Team Address: 2601 Network Blvd, Frisco, TX, 75034, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Doing Business As activity (2) Name of Business: None Address: 5116 Fringetree Dr, McKinney, TX, 75071, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 04/10/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Author/writer of books (3) Name of Business: SageSpring Wealth Partners Address: 2601 Network Blvd, Frisco, TX, 75034, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: RIA for financial planning advice (4) Name of Business: Scott Keffer International Address: 5353 Independence Pkwy, Ste 1, Frisco, TX, 75035, United States Activity Type: Professor/Teacher Position/Title: Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
CRS (Client Relationship Summary) - RIA
Click below to view Andrew James Creme's 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®
Start date: 2021
Experience
Current
October 1, 2024 - Present
VICTORY FINANCIAL
Office #1: 6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730RIA
CRD#: 324943
Austin, TX
Past
September 15, 2017 - October 1, 2024
SAGESPRING WEALTH PARTNERS
RIA
CRD#: 283515
Frisco, TX
Past
August 7, 2017 - October 7, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FRISCO, TX
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".
VF
VICTORY FINANCIAL
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | CRÈME WEALTH
CRD#: 324943 / SEC#: 801-127385
RIA
Registered Investment Advisory firm - (2/24/2023 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
Texas(10/1/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VF
VICTORY FINANCIAL
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | CRÈME WEALTH
CRD#: 324943 / SEC#: 801-127385
RIA
Registered Investment Advisory firm - (2/24/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730
Mailing Address
Phone number
(512) 763-7671
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,210 |
| AUM (Assets Under Management) | $ 687,641,583 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
