Clark
Randall
Creekmur Asset Management, LLC
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About this Advisor
Clark Randall is a certified financial planner based out of Morton, Illinois. Randall is currently employed by Creekmur Asset Management, LLC. Their career trajectory has included roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Ae Financial Services, LLC and Creekmur Asset Management, LLC. Randall has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois and Texas. Creekmur Asset Management, LLC is an advisory business that has its headquarters in Morton, IL. The company has offices in three locations and a total of 16 financial advisors. It administers $251 million in assets under management among its 2,572 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,572 customer accounts, just 11% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees usually depend on the type of services. However, fees charged by Creekmur Asset Management, LLC likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Creekmur Asset Management, LLC Brokerage Details
$250,821,353
16
2,572
$97,520
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Clark Randall Work History
Clark has been registered as a financial advisor for 0 years.*
Ae Financial Services, LLC
Creekmur Asset Management, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Clark Randall 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
Morton, IL
Morton, IL
Morton, IL
Morton, IL
Morton, IL
Morton, IL
Morton, IL
Avon, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
