Featured Business Financial Advisor in Schaumburg, IL
Schaumburg Financial Advisors
Creath Financial Services
903 Sienna Drive
Schaumburg, IL 60193
(224) 353-3328
“I keep my clients in the eye of the storm where it's calm.”
Advisor Profile
Timothy Creath, CLU, ChFC
Name:  Timothy Creath, CLU, ChFC
Phone Number:  (224) 353-3328
Website:  Visit Website

About Creath Financial Services

I help individuals and privately held businesses with their investment and insurance needs. I establish a mutually beneficial relationship with my clients so that we can work together through the years and make sure that their plans keep up with the changes in their lives. I have been in the business for over 28 years and have 2 advanced designations in the industry, Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC).
 

General Information

States Willing to do Business in:    Addison,Algonquin,Arlington Heights,Barrington,Bartlett,Batavia,Bensenville,Bloomingdale,Bolingbrook,Buffalo Grove,Carol Stream,Carpentersville,Cary,Chicago,Clarendon Hills,Crystal Lake,Deerfield,Des Plaines,Downers Grove,Dundee,Elburn,Elgin,Elmhurst,Elmwood Park,Evanston,Fort Sheridan,Fox River Grove,Franklin Park,Geneva,Gilberts,Glen Ellyn,Glenview,Golf,Grayslake,Great Lakes,Hampshire,Highland Park,Island Lake,Itasca,La Grange,Lake Bluff,Lake Forest,Lake Zurich,Lemont,Libertyville,Lincolnshire,Lincolnwood,Lisle,Lombard,Medinah,Melrose Park,Morton Grove,Mount Prospect,Naperville,Northbrook,Oak Brook,Oak Park,Palatine,Park Ridge,Prospect Heights,Round Lake,Saint Charles,Schaumburg,Skokie,South Elgin,Sugar Grove,Villa Park,Warrenville,Wauconda,Wayne,West Chicago,Western Springs,Westmont,Wheaton,Wheeling,Wilmette,Winnetka,Wood Dale,Woodridge,Any others where I have a willing client.
Name of Broker/Dealer:    Gradient Advisors, LLC
I work with the following types of clients:    Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Insurance License#:    1984994
Number of Years with Current Firm:    5
Name of Custodial Firm:    Gradient Advisors, LLC
States Licensed in:    IL, WI, FL, PA
Work Experience:    I was in the US Navy for 20 years. I have been in the financial services industry for over 28 years. The last 3 years I have been with Gradient Financial Group.
CRD#:    2245517
Gender:    Male
Years of Experience in Financial Services:    28
 

Education

Academic Background
 
MS Marketing 1971--Illinois Tech, MS Management 1983--Naval Postgraduate School
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home, Video Conference
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Financial Organization Memberships:    Kingdom Advisors
Insurance and Annuity Licenses:    Variable Life, Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Securities Licenses:    Series 6, Series 63, Series 65
Certifications, Accreditations & Designations:    Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
 

Firm Information

Firm's Number of Managed Clients:    75
Firm's Number of Planning Clients:    0
Advisor's Number of Managed Clients:    75
Advisor's Number of Planning Clients:    0
Firm's Number of Clients:    75
Advisor's Number of Clients:    75
Assets Managed by Advisor:    $5,000,000
Assets Managed by Firm:    $5,000,000
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Flat Fee Rate:    $750
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Based on Assets
Additional Details on Charges:    I assist clients with fee-based accounts.
Fee % Based on Assets:    1%
 
 
 
 
 
Yellow Pages - RothIra.org © 2020 | Privacy Policy | Terms Of Use | Help | Contact | Advertise | Affiliate Program | Link To Us | Site Map
All Rights Reserved