Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bloomington, IL
Every SEC-registered financial advisor at a firm office in Bloomington who lists the Certified Financial Planner designation, A to Z.
The short answer
11 CFP professionals work in Bloomington; the most are at Edward Jones (4). 10 are also registered broker representatives.
CFP advisors in Bloomington, A to Z
Every advisor in Bloomington →- Kyle S. ClemsonLPL Financial LLC · Certified Financial Planner
- Scott A. DavisCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Analyst
- Peter D. FalstadThe Ameriflex Group · Certified Financial Planner
- Bradley J. HallsteinEdward Jones · Certified Financial Planner
- Linda S. KimberEdward Jones · Certified Financial Planner
- Suzanne A. KosikEdward Jones · Certified Financial Planner
- Kathryn E. KraftKraft Financial, LLC · Certified Financial Planner
- Kevin D. KueblerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Nicole C. MilovanovicEdward Jones · Certified Financial Planner
- Ethan R. NelsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jeffrey R. SecordCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Bloomington
Edward Jones 4Cetera Investment Advisers LLC 2Cambridge Investment Research Advisors, Inc. 1Kraft Financial, LLC 1LPL Financial LLC 1The Ameriflex Group 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Illinois cities
All of Illinois →Chicago 740Rockford 203Downers Grove 136Naperville 100Oak Brook 67Oakbrook Terrace 56Schaumburg 52Springfield 50Wheaton 49Deerfield 45Lombard 41Northbrook 38Champaign 37Lisle 30Itasca 28Elmhurst 27Skokie 26Arlington Heights 25Barrington 25Orland Park 25Palatine 23Evanston 22Peoria 21Libertyville 19
Questions
How many CFP financial advisors are in Bloomington, IL?
11 SEC-registered investment adviser representatives at firm offices in Bloomington, Illinois list the CFP designation; Edward Jones employs the most of them (4).
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 Bloomington?
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.