Raymond Whitaker has been an investment adviser representative at Creekmur Asset Management since April 2026, and is not listed among the firm’s executive officers or direct owners. Raymond Whitaker studied at Bradley University.
Creekmur Asset Management, LLC is a Morton, IL firm with $800M under management, 1,902 clients and 15 advisers across 8 offices, as of its September 2026 filing.
Ed Whitaker is Senior Wealth Advisor of Creekmur Wealth Advisors. He has served clients in the insurance and financial services industry since 1979, specializing in retirement and comprehensive financial planning. In 1997, he established a wealth management practice at First National Bank in Tremont, where he led the financial services division.
Raymond Whitaker’s longest registration was 10 years at Berthel Fisher & Company Financial Services, Inc. (2003–2013). Before joining Creekmur Asset Management in 2026, Raymond Whitaker was registered through Ae Wealth Management, LLC and Global Financial Private Capital, LLC.
- – present · under a yearMorton, IL · Adviser representative · Firm CRD 306903
- Ae Wealth Management, LLC– · 8 yearsMorton, IL · Adviser representative · Firm CRD 282580
- Global Financial Private Capital, LLC– · 4 yearsTremont, IL · Adviser representative · Firm CRD 132070
- BFC Planning, Inc.– · under a yearTremont, IL · Adviser representative · Firm CRD 119682
- Berthel Fisher & Company Financial Services, Inc.– · 10 yearsTremont, IL · Adviser representative · Firm CRD 13609
- Continental Capital Investment Services– · 4 yearsTremont, IL · Adviser representative · Firm CRD 2864
Investment adviser representative registrations
Raymond Whitaker is registered as an investment adviser representative in Illinois, since April 2026.
- IllinoisSince 7 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 62 | Corporate Securities Limited Representative Examination | 13 February 2012 |
| Series 22 | Direct Participation Programs Representative Examination | 11 January 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 May 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 May 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Raymond Edwin Whitaker
- CRD
- 2732715
- Firm
- Creekmur Asset Management · CRD 306903
- Office
- 220 E. Jackson St., Morton, IL 61550
- Registration
- Investment adviser registration
- In the industry since
- May 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- creekmurwealth.com
Where does Raymond Whitaker work?
Raymond Whitaker is an investment adviser representative registered through Creekmur Asset Management, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Raymond Whitaker a financial advisor?
Yes. Raymond Whitaker has a current investment-adviser registration in Illinois, through Creekmur Asset Management since April 2026.
How many years of experience does Raymond Whitaker have?
Raymond Whitaker has 30 years in the financial industry, since May 1996, across 6 adviser firms.
What exams has Raymond Whitaker passed?
Raymond Whitaker has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 22 and Series 62. The earliest, the Series 6, was passed in May 1996. FINRA credited Raymond Whitaker with the SIE, which began in October 2018.
Where did Raymond Whitaker work before Creekmur Asset Management?
Before Creekmur Asset Management, Raymond Whitaker was registered through Global Financial Private Capital, LLC, March 2014 to May 2018; BFC Planning, Inc., November 2013 to March 2014; Berthel Fisher & Company Financial Services, Inc., March 2003 to November 2013; Continental Capital Investment Services, November 1998 to March 2003.
Where is Raymond Whitaker based?
Raymond Whitaker’s registered office is in Morton, IL.
Is Raymond Whitaker registered with FINRA?
No. Raymond Whitaker has no current broker registration.
How can I verify Raymond Whitaker’s record?
Search CRD 2732715 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Raymond Whitaker’s full registration record.
