Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lincolnshire, IL
Every SEC-registered financial advisor at a firm office in Lincolnshire who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Lincolnshire; the most are at Savant Wealth Management (5). 2 are also registered broker representatives.
CFP advisors in Lincolnshire, A to Z
Every advisor in Lincolnshire →- Aleksander L. DabrowskiOneamerica Securities, Inc. · Certified Financial Planner
- Andrew D. FaldutoSavant Wealth Management · Certified Financial Planner
- Jeremy S. JosephSimplicity Wealth · Certified Financial Planner
- Shaun P. LuceSavant Wealth Management · Certified Financial Planner
- Edward K. McDougalSavant Wealth Management · Certified Financial Planner
- Robert E. MorrisonSavant Wealth Management · Certified Financial Planner
- Douglas R. Morton IIISavant Wealth Management · Certified Financial Planner
- Jeffery L. MoweryMowery & Schoenfeld Wealth Management, LLC · Certified Financial Planner
- Brian J. OlsonLPL Financial LLC · Certified Financial Planner
- Tamra R. WenerMosaic Fi LLC · Certified Financial Planner
Firms with the most CFP professionals in Lincolnshire
Savant Wealth Management 5LPL Financial LLC 1Mosaic Fi LLC 1Mowery & Schoenfeld Wealth Management, LLC 1Oneamerica Securities, Inc. 1Simplicity Wealth 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 Lincolnshire, IL?
10 SEC-registered investment adviser representatives at firm offices in Lincolnshire, Illinois list the CFP designation; Savant Wealth Management 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 Lincolnshire?
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.