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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Evanston, IL

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

22 CFP professionals work in Evanston; the most are at Zimmerman Wealth Management, LLC (4). 9 are also registered broker representatives.

CFP advisors in Evanston, A to Z

Every advisor in Evanston →
  • Melanie W. AndersonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael S. BloomGrosse Point Capital Management · Certified Financial Planner, Chartered Financial Consultant
  • Jac A. CerneyJac Wealth Management Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • David D. CloseSavant Wealth Management · Certified Financial Planner
  • Michael W. CopePinnacle Planning Advisors, LLC · Certified Financial Planner
  • Thomas J. FogertyBfc Planning, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Marshall GarrettZimmerman Wealth Management, LLC · Certified Financial Planner
  • John S. HarrisZimmerman Wealth Management, LLC · Certified Financial Planner
  • Sara E. HostaletZimmerman Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Brian J. KearnsMutual Advisors, LLC · Certified Financial Planner
  • Justin R. KoressBondurant Investment Advisory, LLC · Certified Financial Planner
  • Brett P. LarsonRomano Brothers And Company · Certified Financial Planner
  • John J. McNultyCetera Investment Advisers LLC · Certified Financial Planner
  • Melissa MestrovichStrategic Advisers LLC · Certified Financial Planner
  • Erin C. O'Connor-BellAprio Wealth Management, LLC · Certified Financial Planner
  • Lauren M. PostRobert W. Baird & Co. Incorporated · Certified Financial Planner
  • Joseph R. RomanoRomano Brothers And Company · Certified Financial Planner
  • Danielle L. SchultzHaven Financial Solutions, Inc. · Certified Financial Planner
  • James A. Twigg Jr.Strategic Advisers LLC · Certified Financial Planner
  • Steven D. UrbanUrban Financial Advisory Corporation · Certified Financial Planner
  • Lawrence J. VickLPL Financial LLC · Certified Financial Planner
  • Thomas H. ZimmermanZimmerman Wealth Management, LLC · Certified Financial Planner

Firms with the most CFP professionals in Evanston

Zimmerman Wealth Management, LLC 4LPL Financial LLC 2Romano Brothers And Company 2Strategic Advisers LLC 2Aprio Wealth Management, LLC 1Bfc Planning, Inc. 1Bondurant Investment Advisory, LLC 1Cetera Investment Advisers LLC 1Grosse Point Capital Management 1Haven Financial Solutions, Inc. 1Jac Wealth Management Services, LLC 1Mutual Advisors, LLC 1Pinnacle Planning Advisors, LLC 1Robert W. Baird & Co. Incorporated 1Savant Wealth Management 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 23Peoria 21Libertyville 19Northfield 18

Questions

How many CFP financial advisors are in Evanston, IL?

22 SEC-registered investment adviser representatives at firm offices in Evanston, Illinois list the CFP designation; Zimmerman Wealth Management, 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 Evanston?

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.