Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Crystal Lake, IL

Every SEC-registered financial advisor at a firm office in Crystal Lake who lists the Certified Financial Planner designation, A to Z.

13 CFP professionals work in Crystal Lake; the most are at LPL Financial LLC (4). 10 are also registered broker representatives.

CFP advisors in Crystal Lake, A to Z

Every advisor in Crystal Lake →

Andrew D. CarmanLPL Financial LLC · Certified Financial Planner
Lawrence H. GrzybekEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Stephanie JohnstonStrategic Advisers LLC · Certified Financial Planner
Patricia M. LorisLPL Financial LLC · Certified Financial Planner
Mark E. MorrisonOneascent Financial Services LLC · Certified Financial Planner
Kevin G. NoonanAmerican Community Wealth Management, LLC · Certified Financial Planner
John M. PiershalePiershale Wealth Management, LLC · Certified Financial Planner
Wayne J. PoverLPL Financial LLC · Certified Financial Planner
Anton ProkopenkoSansone CPA & Financial · Certified Financial Planner
Thomas F. QuinnAmerican Community Wealth Management, LLC · Certified Financial Planner
Joseph D. RicciardiLPL Financial LLC · Certified Financial Planner
Keith A. SchoepkeWynstone Investment Advisors, LLC. · Certified Financial Planner
Caleb D. ThomasOneascent Financial Services LLC · Certified Financial Planner

Firms with the most CFP professionals in Crystal Lake

LPL Financial LLC 4 American Community Wealth Management, LLC 2 Oneascent Financial Services LLC 2 Edward Jones 1 Piershale Wealth Management, LLC 1 Sansone CPA & Financial 1 Strategic Advisers LLC 1 Wynstone Investment Advisors, LLC. 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 740 Rockford 203 Downers Grove 136 Naperville 100 Oak Brook 67 Oakbrook Terrace 56 Schaumburg 52 Springfield 50 Wheaton 49 Deerfield 45 Lombard 41 Northbrook 38 Champaign 37 Lisle 30 Itasca 28 Elmhurst 27 Skokie 26 Arlington Heights 25 Barrington 25 Orland Park 25 Palatine 23 Evanston 22 Peoria 21 Libertyville 19

Questions

How many CFP financial advisors are in Crystal Lake, IL?

13 SEC-registered investment adviser representatives at firm offices in Crystal Lake, Illinois list the CFP designation; LPL Financial LLC 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 Crystal Lake?

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.