Timothy Creath, CLU, ChFC, QKA

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.

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

Firm Start Year

1991

No.of Employees

2-4

CRD#

2245517

Insurance License#

1984994

Name of Broker/Dealer

Gradient Advisors, LLC

Name of Custodial Firm

Gradient Advisors, LLC

States Licensed in

IL, WI, FL,

Years of Experience in Financial Services

Number of Years with Current Firm

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.

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs

Foreign Languages Serviced

None

Services

Investment Types

Bonds, Stocks, Annuities, Alternative Investments, Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via Email, Via Phone, At my office, At your home, Video Conference

Compliance

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Life Underwriter (CLU®), CLU^®, ChFC^®

Securities Licenses

Series 63, Series 65, Series 6

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Long Term Care

Financial Organization Memberships

Kingdom Advisors

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$5,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$5,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Flat Fee

Fee % Based on Assets

Flat Fee Rate

$750

Additional Details on Charges

I assist clients with fee-based accounts.

Minimum Fee Charged for Managed Accounts

Education

BS Marketing - Marketing

Illinois Institute of Technology
Sep 1967 - June 1971

MS Telecommunications Management - Management

Naval Postgraduate School
June 1981 - March 1983

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