Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Edwardsville, IL
Every SEC-registered financial advisor at a firm office in Edwardsville who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Edwardsville; the most are at Edward Jones (4). 7 are also registered broker representatives.
CFP advisors in Edwardsville, A to Z
Every advisor in Edwardsville →- Drew AchterLPL Financial LLC · Certified Financial Planner
- Samuel L. BickelEdward Jones · Certified Financial Planner
- Patricia L. EdwardsEdward Jones · Certified Financial Planner
- Zachary J. JoinerMariner · Certified Financial Planner
- David A. Krouse Jr.Park Avenue Securities LLC · Certified Financial Planner
- Timothy A. MahnesmithEdward Jones · Certified Financial Planner
- Evan L. MowenMutual Advisors, LLC · Certified Financial Planner
- Chad M. OpelMutual Advisors, LLC · Certified Financial Planner
- Aaron Von QualenEdward Jones · Certified Financial Planner
- Timothy J. WaymanCharles Schwab & Co., Inc. · Certified Financial Planner
- Ryan L. YoungVisionary Wealth Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Edwardsville
Edward Jones 4Mutual Advisors, LLC 2Charles Schwab & Co., Inc. 1LPL Financial LLC 1Mariner 1Park Avenue Securities LLC 1Visionary Wealth Advisors, 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 Edwardsville, IL?
11 SEC-registered investment adviser representatives at firm offices in Edwardsville, 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 Edwardsville?
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.