Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lake Bluff, IL
Every SEC-registered financial advisor at a firm office in Lake Bluff who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Lake Bluff; the most are at Aberdeen Wealth Management LLC (1). 2 are also registered broker representatives.
CFP advisors in Lake Bluff, A to Z
Every advisor in Lake Bluff →- Jeff M. BattersonLandolt Securities, Inc. · Certified Financial Planner
- Cray J. Coppins IIIMission Wealth Management, LP · Certified Financial Planner
- Roberta B. FergusonAberdeen Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Nathan C. GaleFleur-De-Lis Financial · Certified Financial Planner
- Ann T. RiederCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Lake Bluff
Aberdeen Wealth Management LLC 1Cetera Investment Advisers LLC 1Fleur-De-Lis Financial 1Landolt Securities, Inc. 1Mission Wealth Management, LP 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 Lake Bluff, IL?
5 SEC-registered investment adviser representatives at firm offices in Lake Bluff, Illinois list the CFP designation; Aberdeen Wealth Management LLC employs the most of them (1).
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 Lake Bluff?
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.