Robert Personett 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. Robert Personett holds an MBA in finance from the University of Illinois Springfield and a Certificate in financial planning from Northwestern University. Robert Personett studied at Eureka College.
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.
Adam Personett is Senior Wealth Advisor of Creekmur Wealth Advisors. He has over 10 years of experience in the financial services industry. He began his career in the private investment sector before transitioning to a client-focused advisory role in 2018, where he works with individuals and families to pursue long-term financial goals.
Robert Personett’s longest registration was 3 years at LPL Financial LLC (2022–2025). Before joining Creekmur Asset Management in 2026, Robert Personett was registered through Ae Wealth Management, LLC and LPL Financial LLC.
- – present · under a yearMorton, IL · Adviser representative · Firm CRD 306903
- Ae Wealth Management, LLC– · under a yearMorton, IL · Adviser representative · Firm CRD 282580
- LPL Financial LLC– · 3 yearsWashington, IL · Adviser representative · Firm CRD 6413
- Cuna Brokerage Services, Inc.– · 1 yearWashington, IL · Adviser representative · Firm CRD 13941
- Charles Schwab & Co., Inc.– · under a yearPeoria, IL · Adviser representative · Firm CRD 5393
- Advanced Trader Investment Advisors, LLC.– · under a yearGermantown Hills, IL · Adviser representative · Firm CRD 160044
Professional designations
Listed by Creekmur Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Personett is registered as an investment adviser representative in Illinois, since April 2026.
- IllinoisSince 7 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 12 December 2019 |
| Series 7TO | General Securities Representative Examination | 16 October 2019 |
| SIE | Securities Industry Essentials Examination | 26 August 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 September 2018 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Adam Personett
- CRD
- 7009864
- Firm
- Creekmur Asset Management · CRD 306903
- Office
- 805 WEST JACKSON, SUITE 301, Morton, IL 61550
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- creekmurwealth.com
Where does Robert Personett work?
Robert Personett 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 Robert Personett a financial advisor?
Yes. Robert Personett has a current investment-adviser registration in Illinois, through Creekmur Asset Management since April 2026.
How many years of experience does Robert Personett have?
Robert Personett has 7 years in the financial industry, since June 2019, across 6 adviser firms.
What exams has Robert Personett passed?
Robert Personett has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in September 2018.
Where did Robert Personett work before Creekmur Asset Management?
Before Creekmur Asset Management, Robert Personett was registered through LPL Financial LLC, May 2022 to December 2025; Cuna Brokerage Services, Inc., June 2020 to May 2022; Charles Schwab & Co., Inc., November 2019 to March 2020; Advanced Trader Investment Advisors, LLC., September 2018 to April 2019.
Where is Robert Personett based?
Robert Personett’s registered office is in Morton, IL.
Is Robert Personett registered with FINRA?
No. Robert Personett has no current broker registration.
Is Robert Personett a CFP?
Creekmur Asset Management lists Robert Personett with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Personett’s record?
Search CRD 7009864 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Personett’s full registration record.
