Matthew Creeden, financial advisor Chicago IL
93 score

Matthew Creeden

CRD Number: 5564909
Current Firm: Oak Ridge Investments, LLC

Matthew Creeden (CRD# 5564909) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Oak Ridge Investments, LLC Chicago, IL Sep 2014 - Current 2
Imst Distributors, LLC Chicago, IL Sep 2014 - Current 2
Unemployed Glencoe, IL May 2014 - Aug 2014 < 1
University Of Michigan Ann Arbor, MI Aug 2013 - May 2014 < 1
Stevenson & Company Evanston, IL May 2013 - Aug 2013 < 1
University Of Michigan Ann Arbor, MI Aug 2012 - May 2013 < 1
Creeden & Associates Glenview, IL Jan 2012 - Aug 2012 < 1
Mana Project International Managua, Jan 2011 - Dec 2011 < 1
Unemployed Glencoe, IL Aug 2010 - Dec 2010 < 1
Rand Paul For Us Senate Bowling Green, KY Mar 2010 - Aug 2010 < 1
William Blair & Co Chicago, IL Jul 2008 - Feb 2010 1
Vanderbilt University Nashville, TN Aug 2007 - May 2008 < 1
Creeden & Associates Glenview, IL May 2007 - Aug 2007 < 1
Vanderbilt University Nashville, TN Aug 2006 - May 2007 < 1
Village Carpets Winnetka, IL Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Matthew F. Creeden
Phone Number: 312-857-1040
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,375
    MILLIONS
  • Total Number of Accounts
    5,149
    ACCOUNTS
  • Average Account Value
    $849,713
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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