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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in St. Charles, IL

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

The short answer

3 CFA charterholders work in St. Charles; the most are at Mission Wealth Management, LP (1). 0 are also registered broker representatives.

CFA advisors in St. Charles, A to Z

Every advisor in St. Charles →
  • Michael AlexenkoRoyal Asset Managers · Chartered Financial Analyst
  • Jonathan L. DemossMission Wealth Management, LP · Certified Financial Planner, Chartered Financial Analyst
  • Robert C. PitonTotal Clarity Wealth Management, Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in St. Charles

Mission Wealth Management, LP 1Royal Asset Managers 1Total Clarity Wealth 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 St. Charles, IL?

3 SEC-registered investment adviser representatives at firm offices in St. Charles, Illinois list the CFA designation; Mission Wealth Management, LP 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 St. Charles?

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.