Raymond Edwin Whitaker
Investment adviser representative at Creekmur Asset Management, LLC
29 yearsExperience
1 stateRegistered in
ChFC®Designation
$800MFirm assets
Are you Raymond Edwin Whitaker? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Creekmur Asset Management, LLCApr 2026 to now
- Whitaker Wealth Management ServicesOct 2022 to now
- Ae Wealth Management, LLCMay 2018 to now
- Gf Investment Services LLCMar 2014 to May 2018
- Global Financial Private Capital LLCMar 2014 to May 2018
- First National Bank TremontFeb 1997 to Oct 2022
- Tremont First Financial ServicesFeb 1997 to Oct 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (IL).
Creekmur Asset Management, LLC
$800MAssets managed
1,902Clients
23Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2732715
- Firm CRD
- 306903