Nathan
Mumme

Creekmur Asset Management, LLC

CRD#7938762
Investment Advisor
in Morton, IL

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About this Advisor

Nathan Mumme is a financial advisor based in Morton, Illinois, working with Creekmur Asset Management, LLC. Nathan has previously held positions at Christian School At Castle Hills, Cedarville University Campus Experience, Jp Morgan Chase, and Creekmur Wealth Advisors. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Nathan is part of Creekmur Asset Management, LLC, which operates out of Morton, Illinois. The firm has 4 offices and 23 employees. The firm manages assets totaling $410.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Creekmur Asset Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

805 West Jackson Suite 301
Morton, IL 61550

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Creekmur Asset Management, LLC Brokerage Details

Total Assets Under Management

$410,570,726

IL Average: $6,674,516,078
Total Number of Employees

23

IL Average: 44
Total Number of Accounts

3,152

IL Average: 2,564
Average Account Size

$130,257

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nathan Mumme Work History

2022 - Present (2 years)

Creekmur Wealth Advisors

2021 - 2022 (1 year)

Jp Morgan Chase

2017 - 2021 (4 years)

Cedarville University Campus Experience

2013 - 2017 (4 years)

Christian School At Castle Hills

Disclosures

Please visit the SEC profile of Nathan Mumme to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Creekmur Asset Management, LLC

Andrew Creekmur
Morton, IL
James Anderson
Morton, IL
Jacob Jablonski
Denver, CO
Nathan Mumme
Morton, IL
Peter Atto
Maumee, OH
Anthony Wright
Cookeville, TN
Andrew Pisel
Morton, IL
Clark Randall
Morton, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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