Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Frankfort, IL
Every SEC-registered financial advisor at a firm office in Frankfort who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Frankfort; the most are at LPL Financial LLC (4). 7 are also registered broker representatives.
CFP advisors in Frankfort, A to Z
Every advisor in Frankfort →- John W. BeverPhase III Advisory Services, Ltd. · Certified Financial Planner
- Douglas A. DegrootProvidence Wealth Advisors, LLC · Certified Financial Planner
- Anastacio Gamino Jr.LPL Financial LLC · Certified Financial Planner
- Daniel T. HawtreeLPL Financial LLC · Certified Financial Planner
- Lyman C. HowellRegal Oak Financial, LLC · Certified Financial Planner
- Anthony T. LodovicoLPL Financial LLC · Certified Financial Planner
- Joseph J. McDonnellMcDonnell Capital Management · Certified Financial Planner, Personal Financial Specialist
- Katie MillarAmeriprise Financial Services, LLC · Certified Financial Planner
- Robert E. Morvice Jr.Prairieview Wealth & Tax Advisors · Certified Financial Planner
- Jeffrey W. OtwayLPL Financial LLC · Certified Financial Planner
- Timothy A. ReganPrairieview Wealth & Tax Advisors · Certified Financial Planner, Chartered Financial Consultant
- James M. UrenPhase III Advisory Services, Ltd. · Certified Financial Planner
Firms with the most CFP professionals in Frankfort
LPL Financial LLC 4Phase III Advisory Services, Ltd. 2Prairieview Wealth & Tax Advisors 2Ameriprise Financial Services, LLC 1McDonnell Capital Management 1Providence Wealth Advisors, LLC 1Regal Oak Financial, 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 Frankfort, IL?
12 SEC-registered investment adviser representatives at firm offices in Frankfort, 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 Frankfort?
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.