Robert Personett is a CFP-designated registered investment advisor at Creekmur Asset Management, LLC, based in Morton, IL, with 7 years of industry experience. Robert 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
805 West Jackson, Suite 301, 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 Activities
Robert operates under CEFCU Investment Services as a DBA for his LPL business and works as a financial advisor at Citizens Equity First Credit Union, dedicating full-time hours to this role. He also owns rental real estate through 309 Capital LLC, spending minimal time on it.
Employment History
Current Registrations
Creekmur Asset Management, LLC
Previous Registrations
Ae Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Advanced Trader Investment Advisors, LLC.
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
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