Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Champaign, IL
Every SEC-registered financial advisor at a firm office in Champaign who lists the Certified Financial Planner designation, A to Z.
37 CFP professionals work in Champaign; the most are at Cozad Asset Management Inc. (10). 8 are also registered broker representatives.
CFP advisors in Champaign, A to Z
Every advisor in Champaign →- Sharon C. AllenSterling Wealth Management, Inc. · Certified Financial Planner
- Brett AndersonCozad Asset Management Inc. · Certified Financial Planner
- Daly C. AnderssonSterling Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Eric D. BolandRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Raymon M. BrownSterling Wealth Management, Inc. · Certified Financial Planner
- Kaitlin A. BuerkettCozad Asset Management Inc. · Certified Financial Planner
- Gregory D. CozadCozad Asset Management Inc. · Certified Financial Planner
- Jack S. EarleyCozad Asset Management Inc. · Certified Financial Planner
- Seth S. ElamSterling Wealth Management, Inc. · Certified Financial Planner
- Nicholas R. FlesherEdward Jones · Certified Financial Planner
- John D. FoleyLifewise Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Regan A. FrazierCozad Asset Management Inc. · Certified Financial Planner
- Joshua GallagherEdward Jones · Certified Financial Planner
- Steven J. GardnerCozad Asset Management Inc. · Certified Financial Planner
- Grant GhighiEdward Jones · Certified Financial Planner
- Jama R. GrotelueschenTenet Wealth Partners, LLC · Certified Financial Planner
- Daniel E. HolderHolder Wealth Management · Certified Financial Planner, Personal Financial Specialist
- John R. KennedyLifewise Wealth Advisors · Certified Financial Planner
- Michael W. KesselEdward Jones · Certified Financial Planner
- Nicole F. KingeryEdward Jones · Certified Financial Planner
- Nathan C. LewisBelpointe Asset Management LLC · Certified Financial Planner
- Paul E. LewisBelpointe Asset Management LLC · Certified Financial Planner
- Andrew J. McDowellLifewise Wealth Advisors · Certified Financial Planner
- Ellen C. McGillWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mary F. McGrathCozad Asset Management Inc. · Certified Financial Planner, Personal Financial Specialist
- Kevan M. MelchiorreTenet Wealth Partners, LLC · Certified Financial Planner
- Joshua NussLifewise Wealth Advisors · Certified Financial Planner
- Ryan T. RepkoRuedi Wealth Management, Inc. · Certified Financial Planner
- David W. RuediRuedi Wealth Management, Inc. · Certified Financial Planner
- Paul R. RuediRuedi Wealth Management, Inc. · Certified Financial Planner
- Brent W. SchluterCozad Asset Management Inc. · Certified Financial Planner
- Peggy J. SchluterCozad Asset Management Inc. · Certified Financial Planner
- Anne J. StorsvedCozad Asset Management Inc. · Certified Financial Planner, Chartered Financial Analyst
- Achim Von BodmanOrbit Financial Planning And Investments · Certified Financial Planner
- Kyle B. WettersTenet Wealth Partners, LLC · Certified Financial Planner
- Kellie K. Wolking-KaefringEdward Jones · Certified Financial Planner
- Jenna S. WoodsSterling Wealth Management, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Champaign
Cozad Asset Management Inc. 10Edward Jones 6Sterling Wealth Management, Inc. 5Lifewise Wealth Advisors 4Ruedi Wealth Management, Inc. 3Tenet Wealth Partners, LLC 3Belpointe Asset Management LLC 2Holder Wealth Management 1One Source Advisory Group LLC 1Orbit Financial Planning And Investments 1Raymond James Financial Services Advisors, Inc. 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 38Lisle 30Itasca 28Elmhurst 27Skokie 26Arlington Heights 25Barrington 25Orland Park 25Palatine 23Evanston 22Peoria 21Libertyville 19Northfield 18
Questions
How many CFP financial advisors are in Champaign, IL?
37 SEC-registered investment adviser representatives at firm offices in Champaign, Illinois list the CFP designation; Cozad Asset Management Inc. employs the most of them (10).
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 Champaign?
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.