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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Joliet, IL

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

11 CFP professionals work in Joliet; the most are at Edward Jones (5). 11 are also registered broker representatives.

CFP advisors in Joliet, A to Z

Every advisor in Joliet →
  • Bryan R. BertaniRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Seth CooperEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • John C. GillmannEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Jason M. HallEdward Jones · Certified Financial Planner
  • Dorian S. HolmesLPL Financial LLC · Certified Financial Planner
  • Craig J. HorvathIntegrated Wealth Concepts LLC · Certified Financial Planner, Chartered Financial Consultant
  • Mark E. KarnerEdward Jones · Certified Financial Planner
  • Marie S. KnorrLPL Financial LLC · Certified Financial Planner
  • Michael W. KruchtenCommonwealth Financial Network · Certified Financial Planner
  • Scott A. SegobianoEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Mark J. StofanEquitable Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Joliet

Edward Jones 5LPL Financial LLC 2Commonwealth Financial Network 1Equitable Advisors, LLC 1Integrated Wealth Concepts LLC 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 30Itasca 28Elmhurst 27Skokie 26Arlington Heights 25Barrington 25Orland Park 25Palatine 23Evanston 22Peoria 21Libertyville 19

Questions

How many CFP financial advisors are in Joliet, IL?

11 SEC-registered investment adviser representatives at firm offices in Joliet, Illinois list the CFP designation; Edward Jones employs the most of them (5).

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 Joliet?

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.