Raymond Edwin Whitaker

Employer firm

Creekmur Asset Management, LLC CRD 306903

$800M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1997 → 10/2022
  Tremont First Financial Services
  Tremont, IL
• 02/1997 → 10/2022
  First National Bank Tremont
  Tremont, IL
• 03/2014 → 05/2018
  Global Financial Private Capital Llc
  Sarasota, FL
• 03/2014 → 05/2018
  Gf Investment Services Llc
  Sarasota, FL
• 05/2018 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2022 → Present
  Whitaker Wealth Management Services
  Morton, IL
• 04/2026 → Present
  Creekmur Asset Management, Llc
  Morton, IL

Previous Registrations

• 2018-05-04 → 2026-05-18
  Ae Wealth Management, Llc
  Tremont, IL
  Morton, IL
  Morton, IL
• 2014-03-04 → 2018-05-07
  Global Financial Private Capital, Inc.
  Sarasota, FL
  Tremont, IL
• 2013-11-18 → 2014-03-03
  Bfc Planning, Inc.
  Tremont, IL
  Cedar Rapids, IA
• 2003-03-31 → 2013-11-18
  Berthel, Fisher & Company Financial Services, Inc.
  Tremont, IL
  Tremont, IL
• 1998-11-24 → 2003-03-31
  Continental Capital Investment Services, Inc.
  Tremont, IL

Other Businesses

WHITAKER WEALTH MANAGEMENT SERVICES; YES INVESTMENT-RELATED; 220 East Jackson St., Morton, IL 61550; INSURANCE SALES AND SERVICES; FINANCIAL ADVISOR; START DATE 10/2022; 160 HOURS/MONTH; 160 HOURS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-16
• S63 Uniform Securities Agent State Law Examination
  1996-05-15

Designations

• Chartered Financial Consultant

Other Names

• Ed Whitaker
• Raymond Edwin Whitaker