Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Libertyville, IL
Every SEC-registered financial advisor at a firm office in Libertyville who lists the Certified Financial Planner designation, A to Z.
The short answer
19 CFP professionals work in Libertyville; the most are at Inspirion Wealth Advisors, LLC (5). 4 are also registered broker representatives.
CFP advisors in Libertyville, A to Z
Every advisor in Libertyville →- Erika L. BatemanInspirion Wealth Advisors, LLC · Certified Financial Planner
- Michael J. CalzolanoEncompass Wealth Management LLC · Certified Financial Planner
- Faron L. DaugsCwm, LLC · Certified Financial Planner
- Mallory J. GiesenEdward Jones · Certified Financial Planner
- Jack M. HallierPatrick M. Sweeney & Associates, Inc. · Certified Financial Planner
- Myron E. HazenInspirion Wealth Advisors, LLC · Certified Financial Planner
- Michael S. KnightKnight Investment Planning, LLC · Certified Financial Planner
- Peter D. KolbInspirion Wealth Advisors, LLC · Certified Financial Planner
- Richard H. Kolb Jr.Inspirion Wealth Advisors, LLC · Certified Financial Planner
- Richard H. Kolb IIIInspirion Wealth Advisors, LLC · Certified Financial Planner
- Lawrence S. PershingOptimum Retirement Planning LLC · Certified Financial Planner
- Daniel W. PetersPrism Planning Partners · Certified Financial Planner
- Todd J. RollinsWorld Equity Group, Inc. · Certified Financial Planner
- Robert J. SiersJ.P. Morgan Securities LLC · Certified Financial Planner
- Jeffrey L. Stanich Jr.Annex Wealth Management, LLC · Certified Financial Planner
- Nicole M. SullivanPrism Planning Partners · Certified Financial Planner
- Patrick M. SweeneyPatrick M. Sweeney & Associates, Inc. · Certified Financial Planner
- Roch R. TranelLiberty One Investment Management · Certified Financial Planner
- Annirose K. WomackCapital Analysts · Certified Financial Planner
Firms with the most CFP professionals in Libertyville
Inspirion Wealth Advisors, LLC 5Patrick M. Sweeney & Associates, Inc. 2Prism Planning Partners 2Annex Wealth Management, LLC 1Capital Analysts 1Cwm, LLC 1Edward Jones 1Encompass Wealth Management LLC 1J.P. Morgan Securities LLC 1Knight Investment Planning, LLC 1Liberty One Investment Management 1Optimum Retirement Planning LLC 1World Equity Group, 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 21Northfield 18
Questions
How many CFP financial advisors are in Libertyville, IL?
19 SEC-registered investment adviser representatives at firm offices in Libertyville, Illinois list the CFP designation; Inspirion Wealth Advisors, LLC 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 Libertyville?
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.