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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
R••••• A••• P••••••••
- Title
- Senior Wealth Advisorreportedcreekmurwealth.comfirm site, Sep 15, 2026
- Designations
- CFP, MBAreportedcreekmurwealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 10reportedcreekmurwealth.com“Adam Personett is a senior wealth advisor with over 10 years of experience in the financial services industry.”
- Direct business phone
- 309-925-2043reportedcreekmurwealth.comfirm site, Sep 15, 2026
- Professional profile
- creekmurwealth.com/our-team/adam-personettreportedcreekmurwealth.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.
- C••••••• A•••• M••••••••• L•• independent RIA currentsince Apr 7, 2026 · Morton, Il
- A• W••••• M••••••••• L•• BD affiliatedJan 2, 2026 to May 18, 2026 · Morton, Il
- L•• F•••••••• L•• BD affiliatedMay 18, 2022 to Dec 2, 2025 · Washington, Il
- C••• B•••••••• S•••••••• I••• formerJun 26, 2020 to May 18, 2022 · Washington, Il
- C•••••• S••••• • C••• I••• national BDNov 14, 2019 to Mar 27, 2020 · Peoria, Il
- A••••••• T••••• I••••••••• A•••••••• L••• state registeredSep 5, 2018 to Apr 30, 2019 · Germantown Hills, Il
- A• W••••• M••••••••• L•• to C••••••• A•••• M••••••••• L••left May 18, 2026, registered Apr 7, 2026 (-41 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- L•• F•••••••• L•• to A• W••••• M••••••••• L••left Dec 2, 2025, registered Jan 2, 2026 (31 days) · Affiliated broker-dealer or bank to another
- C••• B•••••••• S•••••••• I••• to L•• F•••••••• L••left May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
- C•••••• S••••• • C••• I••• to C••• B•••••••• S•••••••• I•••left Mar 27, 2020, registered Jun 26, 2020 (91 days) · Affiliated broker-dealer or bank to another
- A••••••• T••••• I••••••••• A•••••••• L••• to C•••••• S••••• • C••• I•••left Apr 30, 2019, registered Nov 14, 2019 (198 days) · Other
- R••••• A••• P•••••••• left A• W••••• M••••••••• L•• for C••••••• A•••• M••••••••• L•• (registered 2026-04-07)May 18, 2026 · Advisor changed firm · fact
- R••••• A••• P•••••••• left L•• F•••••••• L•• for A• W••••• M••••••••• L•• (registered 2026-01-02)Dec 2, 2025 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address