Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Itasca, IL
Every SEC-registered financial advisor at a firm office in Itasca who lists the Certified Financial Planner designation, A to Z.
28 CFP professionals work in Itasca; the most are at Corient (17). 7 are also registered broker representatives.
CFP advisors in Itasca, A to Z
Every advisor in Itasca →- Julie L. BucaroCorient · Certified Financial Planner
- Jennifer S. ChungCorient · Certified Financial Planner
- Thomas F. CollarCorient · Certified Financial Planner
- David A. DeschampsCorient · Certified Financial Planner
- Kyle W. DevriesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Anthony A. DinvernoCorient · Certified Financial Planner
- Joseph M. FoltzCorient · Certified Financial Planner
- Erik G. FordCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Kathleen M. GovernaleLeslie Global Wealth, LLC · Certified Financial Planner
- Benjamin GreyEdward Jones · Certified Financial Planner
- Anthony JonesCorient · Certified Financial Planner
- James B. KingCorient · Certified Financial Planner
- Matthew B. KocandaCorient · Certified Financial Planner
- Joshua H. LarsonCorient · Certified Financial Planner
- Barry D. LeslieLeslie Global Wealth, LLC · Certified Financial Planner
- Heather L. LocusCorient · Certified Financial Planner
- Therese M. MartinMartin Financial Management · Certified Financial Planner
- Austin R. McDonnellCorient · Certified Financial Planner
- Kevin J. MeehanWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew S. MikulaCorient · Certified Financial Planner
- Charles E. MurinCorient · Certified Financial Planner
- Darryl J. NewmanCorient · Certified Financial Planner
- Gino PoliPendulum Wealth Partners · Certified Financial Planner
- Matthew S. ReznikCorient · Certified Financial Planner, Chartered Financial Analyst
- Connor SimiosWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- John D. SmithCorient · Certified Financial Planner
- Mark R. StephensPendulum Wealth Partners · Certified Financial Planner
- Mark A. ZelenikaLeslie Global Wealth, LLC · Certified Financial Planner
Firms with the most CFP professionals in Itasca
Corient 17Leslie Global Wealth, LLC 3Pendulum Wealth Partners 2Wealth Enhancement Advisory Services, LLC 2Cambridge Investment Research Advisors, Inc. 1Edward Jones 1Martin Financial Management 1Raymond James Financial Services Advisors, Inc. 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 30Elmhurst 27Skokie 26Arlington Heights 25Barrington 25Orland Park 25Palatine 23Evanston 22Peoria 21Libertyville 19Northfield 18
Questions
How many CFP financial advisors are in Itasca, IL?
28 SEC-registered investment adviser representatives at firm offices in Itasca, Illinois list the CFP designation; Corient employs the most of them (17).
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 Itasca?
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.