DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Raymond Edwin Whitaker

Creekmur Asset Management, LLCindependent RIAMorton, Il IA-onlyIAPD 2732715

Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Ed Whitaker

At current firm

0 y

since Apr 7, 2026

In the industry

30 y

since May 15, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Wealth Advisorreportedcreekmurwealth.comfirm site, Sep 15, 2026
Designations: CLU, ChFCreportedcreekmurwealth.comas printed on the bio page, Sep 16, 2026
Direct business phone: 309-925-2043reportedcreekmurwealth.comfirm site, Sep 15, 2026
Professional profile: creekmurwealth.com/our-team/ed-whitakerreportedcreekmurwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Creekmur Asset Management, LLC independent RIA current
since Apr 7, 2026 · Morton, Il
Ae Wealth Management, LLC BD affiliated
May 4, 2018 to May 18, 2026 · Tremont, Il
Global Financial Private Capital, Inc. former
Mar 4, 2014 to May 7, 2018 · Sarasota, Fl
Bfc Planning, Inc. BD affiliated
Nov 18, 2013 to Mar 3, 2014 · Tremont, Il
Berthel Fisher & Company Financial Services, Inc. BD affiliated
Mar 31, 2003 to Nov 18, 2013 · Tremont, Il
Continental Capital Investment Services, Inc. unclassified
Nov 24, 1998 to Mar 31, 2003 · Tremont, Il

Moves

a registration end followed by a registration begin elsewhere

Ae Wealth Management, LLC to Creekmur Asset Management, LLC
left May 18, 2026, registered Apr 7, 2026 (-41 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Global Financial Private Capital, Inc. to Ae Wealth Management, LLC
left May 7, 2018, registered May 4, 2018 (-3 days) · Affiliated broker-dealer or bank to independent RIA
Bfc Planning, Inc. to Global Financial Private Capital, Inc.
left Mar 3, 2014, registered Mar 4, 2014 (1 days) · Other
Berthel Fisher & Company Financial Services, Inc. to Bfc Planning, Inc.
left Nov 18, 2013, registered Nov 18, 2013 (0 days) · Other
Continental Capital Investment Services, Inc. to Berthel Fisher & Company Financial Services, Inc.
left Mar 31, 2003, registered Mar 31, 2003 (0 days) · Other

Signals

Raymond Edwin Whitaker left Ae Wealth Management, Llc for Creekmur Asset Management, Llc (registered 2026-04-07)
May 18, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address