Neal David Woollard
Investment adviser representative at Creekmur Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$800MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Creekmur Asset Management, LLCNov 2024 to now
- UnemployedAug 2024 to Oct 2024
- Hinson Baptist ChurchJan 2017 to Jul 2024
- Hinson Baptist Church - Residency Training ProgramAug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Creekmur Asset Management, LLC
$800MAssets managed
1,902Clients
23Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6285805
- Firm CRD
- 306903