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MW

Madison B. White

CREEKMUR ASSET MANAGEMENT
Roanoke, VA 24016
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CRD#: 7721751
MW

Professional summary


Madison Brooke White, who also goes by Maddi Snyer, Madison Brooke Syner, Maddi White, is a registered financial advisor currently at CREEKMUR ASSET MANAGEMENT, LLC located in Roanoke, Virginia.

Madison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Madison has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Maddi Snyer | Madison Brooke Syner | Maddi White

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.
07/2022-INSURANCE AGENT. LIFE, HEALTH & FIXED ANNUITIES. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT = 20 HOURS/MONTH.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Madison Brooke White'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

March 20, 2025 - Present

CREEKMUR ASSET MANAGEMENT, LLC

Office #1: 1315 Second St. Sw, Roanoke, VA 24016
RIA
CRD#: 306903
Roanoke, VA
Past

April 13, 2023 - March 20, 2025

INTEGRITY FINANCIAL PLANNING, INC.

RIA
CRD#: 164481
ROANOKE, VA

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
Virginia
(3/20/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/16/2022
Uniform Investment Adviser Law 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)
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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
28

SEC notice filing (25 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management


Total Number of Accounts3,152
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.

Company Information


CREEKMUR ASSET MANAGEMENT, LLC

CRD#: 306903Roanoke, VA 24016

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