Matthew CreedenCRD 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.
Ellis Wealth Advisors, LLC
Waddell & Reed
|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|
Total Assets Under Management4,375MILLIONS
Total Number of Accounts5,149ACCOUNTS
Average Account Value$849,713
- A percentage of assets under your management
- Performance-based fees
- 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
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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