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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Itasca, IL

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

The short answer

5 CFA charterholders work in Itasca; the most are at Corient (3). 1 are also registered broker representatives.

CFA advisors in Itasca, A to Z

Every advisor in Itasca →

Firms with the most CFA charterholders in Itasca

Corient 3Pendulum Wealth Partners 1Wealth Enhancement Advisory Services, LLC 1

CFA advisors in other Illinois cities

All of Illinois →

Chicago 436Wheaton 34Naperville 20Rockford 20Downers Grove 16Lake Forest 10Lombard 10Deerfield 8Northbrook 8Northfield 8Evanston 7Oakbrook Terrace 7Winnetka 7Elmhurst 6Arlington Heights 5Glencoe 5Glenview 5Lincolnshire 5Oak Brook 5Peoria 5Aurora 4Barrington 4Geneva 4Hinsdale 4

Questions

How many CFA financial advisors are in Itasca, IL?

5 SEC-registered investment adviser representatives at firm offices in Itasca, Illinois list the CFA designation; Corient employs the most of them (3).

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 Itasca?

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.