Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lake Forest, IL
Every SEC-registered financial advisor at a firm office in Lake Forest who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Lake Forest; the most are at &Partners (2). 11 are also registered broker representatives.
CFP advisors in Lake Forest, A to Z
Every advisor in Lake Forest →- Paul M. AdamsEdward Jones · Certified Financial Planner
- Clara S. BogenCetera Investment Advisers LLC · Certified Financial Planner
- Michael J. BradyJ.P. Morgan Securities LLC · Certified Financial Planner
- Robert D. FoltzRBC Capital Markets, LLC · Certified Financial Planner
- Nathaniel J. GandyObar Wealth Management LLC · Certified Financial Planner
- Andrew J. HooleyMowery & Schoenfeld Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Brett J. JenneStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Jill KazCetera Planning Partners · Certified Financial Planner
- Joshua D. KinneeIsto Advisors, LLC · Certified Financial Planner
- Susan R. MilanakMorgan Stanley · Certified Financial Planner
- Jack E. PierceRBC Capital Markets, LLC · Certified Financial Planner
- James R. RayLPL Financial LLC · Certified Financial Planner
- Jennifer R. ShepardCuri Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
- Richard Stanfel&Partners · Certified Financial Planner
- Robert Weis&Partners · Certified Financial Planner
- Dustin L. WhiteJ.P. Morgan Securities LLC · Certified Financial Planner
Firms with the most CFP professionals in Lake Forest
&Partners 2J.P. Morgan Securities LLC 2RBC Capital Markets, LLC 2Cetera Investment Advisers LLC 1Cetera Planning Partners 1Curi Capital, LLC 1Edward Jones 1Isto Advisors, LLC 1LPL Financial LLC 1Morgan Stanley 1Mowery & Schoenfeld Wealth Management, LLC 1Obar Wealth Management LLC 1Stifel, Nicolaus & Company, Incorporated 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 Forest, IL?
16 SEC-registered investment adviser representatives at firm offices in Lake Forest, Illinois list the CFP designation; &Partners 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 Lake Forest?
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.