Robert Adam Personett
Investment adviser representative at Creekmur Asset Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$800MFirm assets
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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
15 years in the industry.
- Creekmur Asset Management, LLCApr 2026 to now
- Ae Wealth Management, LLCJan 2026 to now
- Whitaker Wealth Management ServicesDec 2025 to now
- 309 Capital LLCNov 2019 to now
- LPL Financial LLCMay 2022 to Nov 2025
- CefcuJun 2020 to Nov 2025
- Cuna Brokerage Services, Inc.Jun 2020 to May 2022
- Charles Schwab & Co., Inc.Sep 2019 to Apr 2020
- Atia Wealth ManagementSep 2018 to Apr 2019
- Alphabravo, LLCFeb 2011 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
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
- 7009864
- Firm CRD
- 306903