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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Lake Forest, IL

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

9 CFA charterholders work in Lake Forest; the most are at Alley Company (3). 0 are also registered broker representatives.

CFA advisors in Lake Forest, A to Z

Every advisor in Lake Forest →

Firms with the most CFA charterholders in Lake Forest

Alley Company 3Crescent Grove Advisors 2Curi Capital, LLC 1Mowery & Schoenfeld Wealth Management, LLC 1North Shore Private Asset Management, LLC 1Western Pacific Wealth Management, LP 1

CFA advisors in other Illinois cities

All of Illinois →

Chicago 389Wheaton 31Naperville 17Rockford 16Downers Grove 14Deerfield 8Northfield 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 Lake Forest, IL?

9 SEC-registered investment adviser representatives at firm offices in Lake Forest, Illinois list the CFA designation; Alley Company 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 Lake Forest?

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.