Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Glenview, IL

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

15 CFP professionals work in Glenview; the most are at Coyle (3). 9 are also registered broker representatives.

CFP advisors in Glenview, A to Z

Every advisor in Glenview →

Adam R. BlonskyCoyle · Certified Financial Planner
Judith J. CramptonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Nathanael C. DarniederJ.P. Morgan Securities LLC · Certified Financial Planner
Rebecca C. FragassiCoyle · Certified Financial Planner
Andrew C. HallLPL Financial LLC · Certified Financial Planner
Seth D. HolzwarthPark Avenue Securities LLC · Certified Financial Planner
Alex J. LeeCetera Investment Advisers LLC · Certified Financial Planner
Jessica L. MerinoMerino Wealth Management · Certified Financial Planner
Swami NathanThreshold Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
Maria NiehusStrategic Advisers LLC · Certified Financial Planner
Jenny L. SelvaggioCoyle · Certified Financial Planner
John M. SelzerAllworth Financial, L.P. · Certified Financial Planner
Charles A. VillanoPark Avenue Securities LLC · Certified Financial Planner
Meade A. WhitakerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Scott J. WiesnerBlue Bison Investments · Certified Financial Planner, Personal Financial Specialist

Firms with the most CFP professionals in Glenview

Coyle 3 Cambridge Investment Research Advisors, Inc. 2 Park Avenue Securities LLC 2 Allworth Financial, L.P. 1 Blue Bison Investments 1 Cetera Investment Advisers LLC 1 J.P. Morgan Securities LLC 1 LPL Financial LLC 1 Merino Wealth Management 1 Strategic Advisers LLC 1 Threshold Wealth 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 Glenview, IL?

15 SEC-registered investment adviser representatives at firm offices in Glenview, Illinois list the CFP designation; Coyle 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 Glenview?

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.