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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Highland Park, IL

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

The short answer

3 CFA charterholders work in Highland Park; the most are at Carmel Capital Partners, LLC (1). 0 are also registered broker representatives.

CFA advisors in Highland Park, A to Z

Every advisor in Highland Park →
  • Paul ArnoldMesirow Financial Investment Management, Inc. · Chartered Financial Analyst
  • Brian E. RhoadsCheckpoint Financial Planning · Chartered Financial Analyst
  • Kevin E. SilvermanCarmel Capital Partners, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Highland Park

Carmel Capital Partners, LLC 1Checkpoint Financial Planning 1Mesirow Financial Investment Management, Inc. 1

CFA advisors in other Illinois cities

All of Illinois →

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

Questions

How many CFA financial advisors are in Highland Park, IL?

3 SEC-registered investment adviser representatives at firm offices in Highland Park, Illinois list the CFA designation; Carmel Capital Partners, LLC employs the most of them (1).

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 Highland Park?

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.