Neal Woollard has been an investment adviser representative at Creekmur Asset Management since January 2025, 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.
- – present · 1 yearMorton, IL · Adviser representative · Firm CRD 306903
Investment adviser representative registrations
Neal Woollard is registered as an investment adviser representative in Illinois, since January 2025.
- IllinoisSince 1 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 December 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 5 March 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 February 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Neal David Woollard
- CRD
- 6285805
- Firm
- Creekmur Asset Management · CRD 306903
- Office
- 805 WEST JACKSON, SUITE 301, Morton, IL 61550
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Neal Woollard work?
Neal Woollard is an investment adviser representative registered through Creekmur Asset Management, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Neal Woollard a financial advisor?
Yes. Neal Woollard has a current investment-adviser registration in Illinois, through Creekmur Asset Management since January 2025.
How many years of experience does Neal Woollard have?
Neal Woollard has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Neal Woollard passed?
Neal Woollard has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 2014. FINRA credited Neal Woollard with the SIE, which began in October 2018.
Where is Neal Woollard based?
Neal Woollard’s registered office is in Morton, IL.
Is Neal Woollard registered with FINRA?
No. Neal Woollard has no current broker registration.
How can I verify Neal Woollard’s record?
Search CRD 6285805 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Neal Woollard’s full registration record.
