Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Oakbrook Terrace, IL
Every SEC-registered financial advisor at a firm office in Oakbrook Terrace who lists the Chartered Financial Analyst designation, A to Z.
6 CFA charterholders work in Oakbrook Terrace; the most are at Curi Capital, LLC (1). 1 are also registered broker representatives.
CFA advisors in Oakbrook Terrace, A to Z
Every advisor in Oakbrook Terrace →- Steven J. GillhausMariner · Chartered Financial Analyst
- Bradley J. JohnsonRiver Street Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Edward T. KeatingSage Private Wealth Group, LLC · Chartered Financial Analyst
- Ben NiuCuri Capital, LLC · Chartered Financial Analyst
- Matthew R. RiceGoldstone Financial Group, LLC · Chartered Financial Analyst
- Michael P. WebbOsaic Wealth, Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Oakbrook Terrace
Curi Capital, LLC 1Goldstone Financial Group, LLC 1Mariner 1Osaic Wealth, Inc. 1River Street Advisors, LLC 1Sage Private Wealth Group, LLC 1
CFA advisors in other Illinois cities
All of Illinois →Chicago 389Wheaton 31Naperville 17Rockford 16Downers Grove 14Lake Forest 9Deerfield 8Northfield 8Lombard 7Northbrook 7Winnetka 7Evanston 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 Oakbrook Terrace, IL?
6 SEC-registered investment adviser representatives at firm offices in Oakbrook Terrace, Illinois list the CFA designation; Curi Capital, 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 Oakbrook Terrace?
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.