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Dennis Fulkerson

Advisor at Creekmur Asset Management, LLC

Updated today
Creekmur Asset Management, LLC logo

Firm

Creekmur Asset Management, LLC

Location

Hanna City, IL

Credentials

CFP®, ChFC®, Series 63, Series 65

Industry experience

24 years

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

True Wealth Legacy Planning fixed fees range from $1,600 to $25,000; One-time modular plan fees typically range from $600 to $1,500.

Percentage

$0 - $250,000: Not explicitly stated, but Foundational Program catered to clients with less than $250,000 uses subscription fees instead of AUM fees $250,000+: Up to 2.00% for Wrap Fee Program (includes advisory fees, platform fee, and transaction fees)

Project-based

$400/hour for one-time modular financial planning services.

Subscriptions

Foundational Financial Planning subscription fees range from $500 to $2,500 annually.

Other

Account minimum: $100,000 (waivable at firm's discretion) Fee-only: Financial planning fees ranging from $600 to $25,000 depending on service type; hourly rate $400/hour for modular plans.

Work history

Creekmur Asset Management, LLC

2026 - Present (1 year)

Fulkerson Financial Services, LLC

2016 - Present (10 years)

RSM US, LLC

2001 - 2017 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Rockie Z

CFP®, EA

Peoria, IL

RP Zeigler Investment Services

Hi, my name is Rockie Zeigler III. I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I’ve been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning. I have an amazing family. A beautiful, patient, and fun-loving wife. Four kids, Astrid (11), Murphy (9), Clarke (7) and Crosby (7). Alright, what else? I love Notre Dame football, basketball and golf. I’m also one of the foremost experts on 90's music in the Midwest. I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, WYZZ Fox 43 Peoria and WMBD TV. I'm also a contributor to the new financial blog MoneyGeek. I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of 'financial advisors' ARE NOT certified in financial planning. Think about that for a second. I'm also an Enrolled Agent with the IRS. Yes, that IRS. It's the highest credential the IRS awards. I'm a member of The XY Planning Network (obviously, I guess) which is a national network of financial planners. We don't have minimum asset requirements, we don't accept commissions, we don't have pushy sales tactics and we're all sworn fiduciaries. Here's some more street cred: Professional licenses/designations: FINRA Series 63 (obtained in 2004) FINRA Series 66 (obtained in 2007) CERTIFIED FINANCIAL PLANNER™ Board of Standards Certificate (obtained in 2016) IRS Enrolled Agent Certificate (obtained in 2021)

Passive / index investing Active portfolio management General tax planning Young Professionals Gen X (Born 1965-1980)

Todd O

CFP®, Series 63, Series 66

Peoria, IL

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.)

Melinda N

ChFC®, Series 66

Peoria, IL

Edward Jones

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner

Alexander F

Series 66

Peoria, IL

Merrill

Alexander Friedrich is a Financial Advisor at Merrill Lynch Wealth Management, where he has been working since 2015. He is part of the Mitchell Miller Group, a team with over 100 years of combined experience, focused on comprehensive wealth management and the care and protection of their clients' financial interests. His areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Alexander holds a Bachelor's Degree from Bradley University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, Alexander is involved with several community organizations, including the Metamora Germantown Hills Rotary Club, Metamora Area Business Association (MABA), and Peoria Riverfront Association (PRA). In his personal time, he enjoys spending time with family and friends, golfing, and watching movies.

Wealth management Retirement income strategy Liquidity event planning Charitable giving & philanthropy

Eric K

Series 66

Peoria Heights, IL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Public Service Employee

Corry H

Series 66

North Pekin, IL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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