Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lagrange, IL
Every SEC-registered financial advisor at a firm office in Lagrange who lists the Certified Financial Planner designation, A to Z.
The short answer
2 CFP professionals work in Lagrange; the most are at Osaic Wealth, Inc. (2). 2 are also registered broker representatives.
CFP advisors in Lagrange, A to Z
Every advisor in Lagrange →- Francis E. ConnellyOsaic Wealth, Inc. · Certified Financial Planner
- Daniel J. McCarthyOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Lagrange
CFP advisors in other Illinois cities
All of Illinois →Chicago 708Rockford 195Downers Grove 125Naperville 99Oak Brook 59Oakbrook Terrace 56Wheaton 55Springfield 46Deerfield 45Lombard 43Schaumburg 43Champaign 38Northbrook 36Lisle 32Itasca 29Palatine 26Barrington 25Evanston 25Skokie 25Arlington Heights 24Peoria 24Orland Park 22Elmhurst 20Libertyville 18
Questions
How many CFP financial advisors are in Lagrange, IL?
2 SEC-registered investment adviser representatives at firm offices in Lagrange, Illinois list the CFP designation; Osaic Wealth, Inc. employs the most of them (2).
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 Lagrange?
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.