Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Aurora, IL
Every SEC-registered financial advisor at a firm office in Aurora who lists the Certified Financial Planner designation, A to Z.
The short answer
9 CFP professionals work in Aurora; the most are at River Street Advisors, LLC (3). 5 are also registered broker representatives.
CFP advisors in Aurora, A to Z
Every advisor in Aurora →- Stewart A. BeachHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael T. CavaRiver Street Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Reynaldo CruzCruz Investments & Wealth Management · Certified Financial Planner
- Richard A. Gartelmann Jr.River Street Advisors, LLC · Certified Financial Planner
- Gregory D. GregoryHightower Advisors, LLC · Certified Financial Planner
- John A. HeimEdward Jones · Certified Financial Planner
- Michael L. HollisTapestryfp · Certified Financial Planner
- Jacqueline A. RunnbergRiver Street Advisors, LLC · Certified Financial Planner
- Richard J. SchlesingerPlanmember Securities Corporation · Certified Financial Planner
Firms with the most CFP professionals in Aurora
River Street Advisors, LLC 3Hightower Advisors, LLC 2Cruz Investments & Wealth Management 1Edward Jones 1Planmember Securities Corporation 1Tapestryfp 1
CFP advisors in other Illinois cities
All of Illinois →Chicago 708Rockford 195Downers Grove 125Naperville 99Oak Brook 59Oakbrook Terrace 56Wheaton 55Springfield 46Deerfield 45Lombard 43Schaumburg 43Champaign 38Northbrook 36Lisle 32Itasca 29Palatine 26Barrington 25Evanston 25Skokie 25Arlington Heights 24Peoria 24Orland Park 22Elmhurst 20Libertyville 18
Questions
How many CFP financial advisors are in Aurora, IL?
9 SEC-registered investment adviser representatives at firm offices in Aurora, Illinois list the CFP designation; River Street Advisors, LLC employs the most of them (3).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Aurora?
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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.