Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Glen Ellyn, IL
Every SEC-registered financial advisor at a firm office in Glen Ellyn who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Glen Ellyn; the most are at Edward Jones (3). 9 are also registered broker representatives.
CFP advisors in Glen Ellyn, A to Z
Every advisor in Glen Ellyn →- Jeremiah S. BoyntonLaureate Wealth Management, LLC · Certified Financial Planner
- Jeffrey D. Dvorak4d Financial Advisors, LLC · Certified Financial Planner
- Mark A. FarinaEdward Jones · Certified Financial Planner
- Kristen L. FoxLPL Financial LLC · Certified Financial Planner
- Jennifer M. FreymarkEdward Jones · Certified Financial Planner
- Christopher R. JonesAzalea Wealth Management LLC · Certified Financial Planner
- Christine S. KalivasFortune Financial Group, Inc. · Certified Financial Planner
- Thomas G. KoleskiCedar Capital, LLC · Certified Financial Planner
- Jason M. MarrsCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Scott A. McGovneyLPL Financial LLC · Certified Financial Planner
- Charles P. MelkaSequoia Wealth Management, LLC · Certified Financial Planner
- Derek A. NicholsStrategic Advisers LLC · Certified Financial Planner
- Bradley H. RosleyFortune Financial Group, Inc. · Certified Financial Planner
- Max M. SpicerEdward Jones · Certified Financial Planner
- Pavel YurevichPNC Wealth Management LLC · Certified Financial Planner
Firms with the most CFP professionals in Glen Ellyn
Edward Jones 3Fortune Financial Group, Inc. 2LPL Financial LLC 24d Financial Advisors, LLC 1Azalea Wealth Management LLC 1Cambridge Investment Research Advisors, Inc. 1Cedar Capital, LLC 1Laureate Wealth Management, LLC 1PNC Wealth Management LLC 1Sequoia Wealth Management, LLC 1Strategic Advisers 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 Glen Ellyn, IL?
15 SEC-registered investment adviser representatives at firm offices in Glen Ellyn, Illinois list the CFP designation; Edward Jones employs the most of them (3).
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 Glen Ellyn?
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.