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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Deerfield, IL

Every SEC-registered financial advisor at a firm office in Deerfield who lists the Chartered Financial Analyst designation, A to Z.

8 CFA charterholders work in Deerfield; the most are at Focus Partners Wealth, LLC (4). 1 are also registered broker representatives.

CFA advisors in Deerfield, A to Z

Every advisor in Deerfield →
  • Alan ColeParkside Investments, LLC · Chartered Financial Analyst, Chartered Investment Counselor
  • Christopher I. EngelmanParkside Investments, LLC · Chartered Financial Analyst
  • Nancy J. FehrenbachNadler Financial Group, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Michael M. GarrisonFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Michael S. KarminFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
  • John C. KearneyParkside Investments, LLC · Chartered Financial Analyst
  • Jason M. PetitteFocus Partners Wealth, LLC · Chartered Financial Analyst
  • Neal H. PriceFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Deerfield

Focus Partners Wealth, LLC 4Parkside Investments, LLC 3Nadler Financial Group, Inc. 1

CFA advisors in other Illinois cities

All of Illinois →

Chicago 389Wheaton 31Naperville 17Rockford 16Downers Grove 14Lake Forest 9Northfield 8Lombard 7Northbrook 7Winnetka 7Evanston 6Oakbrook Terrace 6Elmhurst 5Glencoe 5Glenview 5Lincolnshire 5Arlington Heights 4Barrington 4Crystal Lake 4Hinsdale 4Oak Brook 4Aurora 3Burr Ridge 3Champaign 3

Questions

How many CFA financial advisors are in Deerfield, IL?

8 SEC-registered investment adviser representatives at firm offices in Deerfield, Illinois list the CFA designation; Focus Partners Wealth, LLC employs the most of them (4).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Deerfield?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.