National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Timothy Creath

Creath Financial Services

903 Sienna Drive

Schaumburg, IL 60193

224-353-3328

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

Firm CRD#

152665

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

30

Number of Years with Current Firm

6

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

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

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

QKA, CLU®, ChFC®

Securities Licenses

Series 65, Series 63, 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

75

Firm's Number of Planning Clients

0

Firm's Number of Managed Clients

75

Assets Managed by Firm

$5,000,000

Advisor's Number of Clients

50

Advisor's Number of Managed Clients

50

Advisor's Number of Planning Clients

0

Assets Managed by Advisor

$5,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Fee % Based on Assets

1%

Flat Fee Rate

$750

Additional Details on Charges

I assist clients with fee-based accounts.

Minimum Fee Charged for Managed Accounts

1%

Education

BS Marketing - Marketing

Illinois Institute of Technology
Sep 1967 - June 1971

MS Telecommunications Management - Management

Naval Postgraduate School
June 1981 - March 1983