Grace Wellwerts has been an investment adviser representative at Creekmur Asset Management since August 2022, and is not listed among the firm’s executive officers or direct owners.
Creekmur Asset Management, LLC is a Morton, IL firm with $800M under management, 1,902 clients and 15 advisers across 8 offices, as of its September 2026 filing.
Grace Wellwerts’ longest registration was 23 years at Rocky Mountain Planning Group, Inc (1999–2022). Before joining Creekmur Asset Management in 2022, Grace Wellwerts was registered through Rocky Mountain Planning Group, Inc.
- – present · 4 yearsAvon, CO · Adviser representative · Firm CRD 306903
- Rocky Mountain Planning Group, Inc– · 23 yearsAvon, CO · Adviser representative · Firm CRD 114507
Investment adviser representative registrations
Grace Wellwerts is registered as an investment adviser representative in Colorado, since August 2022.
- ColoradoSince 15 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 2 February 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 October 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 June 1988 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Grace Catherine Wellwerts
- CRD
- 1739990
- Firm
- Creekmur Asset Management · CRD 306903
- Office
- 48 E. BEAVER CREEK, SUITE 308, Avon, CO 81620
- Registration
- Investment adviser registration
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Grace Wellwerts work?
Grace Wellwerts is an investment adviser representative registered through Creekmur Asset Management, LLC since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Grace Wellwerts a financial advisor?
Yes. Grace Wellwerts has a current investment-adviser registration in Colorado, through Creekmur Asset Management since August 2022.
How many years of experience does Grace Wellwerts have?
Grace Wellwerts has 27 years in the financial industry, since January 1999, across 2 adviser firms.
What exams has Grace Wellwerts passed?
Grace Wellwerts has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in June 1988.
Where did Grace Wellwerts work before Creekmur Asset Management?
Before Creekmur Asset Management, Grace Wellwerts was registered through Rocky Mountain Planning Group, Inc, January 1999 to August 2022.
Where is Grace Wellwerts based?
Grace Wellwerts’ registered office is in Avon, CO.
Is Grace Wellwerts registered with FINRA?
No. Grace Wellwerts has no current broker registration.
How can I verify Grace Wellwerts’ record?
Search CRD 1739990 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Grace Wellwerts’ full registration record.
