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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Palatine, IL

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

The short answer

5 CFA charterholders work in Palatine; the most are at Detterbeck Wealth Management (2). 0 are also registered broker representatives.

CFA advisors in Palatine, A to Z

Every advisor in Palatine →

Firms with the most CFA charterholders in Palatine

Detterbeck Wealth Management 2Highpoint Planning Partners 2Chicago Partners Investment 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 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 Palatine, IL?

5 SEC-registered investment adviser representatives at firm offices in Palatine, Illinois list the CFA designation; Detterbeck Wealth Management employs the most of them (2).

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 Palatine?

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.