Raymond Whitaker
Raymond Whitaker is a ChFC-designated registered investment advisor at Creekmur Asset Management, LLC, based in Morton, IL, with 30 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,902 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wrap fee program fees do not exceed 2.00% and include advisory fees, platform fees, third-party manager fees, and transaction fees.
Fee Estimator
Location
220 E. Jackson St., Morton, IL, 61550
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond works as a financial advisor at Whitaker Wealth Management Services, focusing on insurance sales and services. This activity takes up a full-time commitment.
Employment History
Current Registrations
Creekmur Asset Management, LLC
Previous Registrations
Ae Wealth Management, LLC
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Continental Capital Investment Services
Continental Capital Investment Services, INC.Broker
Aegon USA Securities INC.Broker
Richard B. Vance & CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Robert Personett, CFPCreekmur Asset Management, LLC
- John Creekmur, CFPCreekmur Asset Management, LLC
- James Anderson, CFPCreekmur Asset Management, LLC
- Courtney Nussbaum, ChFCEdward Jones
- Timothy Doehrmann, CFPEagle Ridge Wealth Advisors
- Philip Schmidt, PFSCambridge Investment Research Advisors, INC.