Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lisle, IL
Every SEC-registered financial advisor at a firm office in Lisle who lists the Certified Financial Planner designation, A to Z.
30 CFP professionals work in Lisle; the most are at LPL Financial LLC (10). 18 are also registered broker representatives.
CFP advisors in Lisle, A to Z
Every advisor in Lisle →- Charles W. BaierLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Laura V. BareLPL Financial LLC · Certified Financial Planner
- Ronald C. BraunVantage Point Financial, LLC · Certified Financial Planner
- Kyle BuffoMission Wealth Management, LP · Certified Financial Planner
- Lawrence E. ChaonLPL Financial LLC · Certified Financial Planner
- Edward A. CheathamCaptrust · Certified Financial Planner
- David I. CovasOberweis Asset Management Inc. · Certified Financial Planner
- Brad R. FreitagLPL Financial LLC · Certified Financial Planner
- Richard G. GriessmeyerLPL Financial LLC · Certified Financial Planner
- Jeffery B. HarperLPL Financial LLC · Certified Financial Planner
- Connie L. HeierFocus Financial · Certified Financial Planner
- Shae D. HessThe Mather Group, LLC · Certified Financial Planner
- William R. HickersonAdvance Capital Management Inc. · Certified Financial Planner
- Sylvia A. JuricLPL Financial LLC · Certified Financial Planner
- Aaron H. KimVoya Financial Advisors, Inc. · Certified Financial Planner
- Brandon E. KnopfLPL Financial LLC · Certified Financial Planner
- Cheryl A. KruegerVantage Point Financial, LLC · Certified Financial Planner
- Timothy M. KuntzVantage Point Financial, LLC · Certified Financial Planner
- William R. Lymangood IIIMorgan Stanley · Certified Financial Planner
- Patrick J. MayVantage Point Financial, LLC · Certified Financial Planner
- Ryan T. MillerMission Wealth Management, LP · Certified Financial Planner
- Barbara J. MoserFocus Financial · Certified Financial Planner
- Nicholas W. NiemiSebold Capital Management, Inc. · Certified Financial Planner
- Nicholas J. ReilandVantage Point Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas E. RoyceAmeriprise Financial Services, LLC · Certified Financial Planner
- Sean T. SeboldSebold Capital Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Deron S. ShymkewichLPL Financial LLC · Certified Financial Planner
- Andrew J. SitkiewiczLPL Financial LLC · Certified Financial Planner
- Andrew C. UmbachCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Hussam J. ZayyadMML Investors Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Lisle
LPL Financial LLC 10Vantage Point Financial, LLC 5Focus Financial 2Mission Wealth Management, LP 2Sebold Capital Management, Inc. 2The Mather Group, LLC 2Advance Capital Management Inc. 1Ameriprise Financial Services, LLC 1Captrust 1Cetera Investment Advisers LLC 1Good Life Advisors, LLC 1MML Investors Services, LLC 1Morgan Stanley 1Oberweis Asset Management Inc. 1Voya Financial Advisors, 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 37Itasca 28Elmhurst 27Skokie 26Arlington Heights 25Barrington 25Orland Park 25Palatine 23Evanston 22Peoria 21Libertyville 19Northfield 18
Questions
How many CFP financial advisors are in Lisle, IL?
30 SEC-registered investment adviser representatives at firm offices in Lisle, Illinois list the CFP designation; LPL Financial LLC employs the most of them (10).
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 Lisle?
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.