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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lombard, IL

Every SEC-registered financial advisor at a firm office in Lombard who lists the Certified Financial Planner designation, A to Z.

The short answer

43 CFP professionals work in Lombard; the most are at Forum Financial Management, LP (24). 15 are also registered broker representatives.

CFP advisors in Lombard, A to Z

Every advisor in Lombard →
  • John J. AdamForum Financial Management, LP · Certified Financial Planner
  • Luke B. AdamForum Financial Management, LP · Certified Financial Planner
  • Jacqueline D. AdlerForum Financial Management, LP · Certified Financial Planner
  • Daniel M. AlberthAthena Advisor Services, LLC · Certified Financial Planner
  • Jason BaloghOnepoint Bfg Wealth Partners · Certified Financial Planner
  • William M. DavisForum Financial Management, LP · Certified Financial Planner
  • Daniel A. DeangelisOnepoint Bfg Wealth Partners · Certified Financial Planner
  • Kyle A. DeraedtOnepoint Bfg Wealth Partners · Certified Financial Planner
  • Jeffrey B. DoblinForum Financial Management, LP · Certified Financial Planner, Chartered Financial Analyst
  • Daniel J. DrallmeierForum Financial Management, LP · Certified Financial Planner
  • Mohammed Q. EsmailOsaic Wealth, Inc. · Certified Financial Planner
  • J Terence Gallagher1st Advantage Financial Advisers, LLC · Certified Financial Planner
  • Christopher J. GenzlerForum Financial Management, LP · Certified Financial Planner
  • Violette M. HawkinsEdward Jones · Certified Financial Planner
  • Marcus K. HeinrichForum Financial Management, LP · Certified Financial Planner
  • Deborah A. HintenLincoln Investment · Certified Financial Planner
  • Eric E. HrebicForum Financial Management, LP · Certified Financial Planner
  • Thomas J. HurtCetera Investment Advisers LLC · Certified Financial Planner
  • James D. Huskin IIForum Financial Management, LP · Certified Financial Planner
  • Howard S. KiteForum Financial Management, LP · Certified Financial Planner, Chartered Financial Consultant
  • Jeremy S. KnobelPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael R. LudwigCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
  • Steven R. MartinForum Financial Management, LP · Certified Financial Planner
  • Vincenzo NardiForum Financial Management, LP · Certified Financial Planner
  • Meghan M. NolanForum Financial Management, LP · Certified Financial Planner
  • Martin G. PomrehnForum Financial Management, LP · Certified Financial Planner, Personal Financial Specialist
  • Jonathan M. RogersForum Financial Management, LP · Certified Financial Planner
  • Matthew M. RosnerCetera Investment Advisers LLC · Certified Financial Planner
  • Kyle S. SchroederForum Financial Management, LP · Certified Financial Planner
  • Benjamin S. SevcikForum Financial Management, LP · Certified Financial Planner, Personal Financial Specialist
  • Tyler H. SmithForum Financial Management, LP · Certified Financial Planner
  • Kevin M. SpahnOnepoint Bfg Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
  • Joseph A. SpokasForum Financial Management, LP · Certified Financial Planner, Personal Financial Specialist
  • Seth M. StammlerForum Financial Management, LP · Certified Financial Planner, Chartered Financial Analyst
  • John A. Van MoffaertCetera Investment Advisers LLC · Certified Financial Planner
  • John W. ViresForum Financial Management, LP · Certified Financial Planner, Chartered Financial Analyst
  • Donald E. WadeLincoln Investment · Certified Financial Planner
  • Michael S. WarrenCommonwealth Financial Network · Certified Financial Planner
  • Shawn A. WearsLincoln Investment · Certified Financial Planner
  • Benjamin WeinbergerCapital Analysts · Certified Financial Planner
  • Michelle E. WeindruchForum Financial Management, LP · Certified Financial Planner
  • Brooks C. WhiteForum Financial Management, LP · Certified Financial Planner
  • E P. WurtzebachLincoln Investment · Certified Financial Planner

Firms with the most CFP professionals in Lombard

Forum Financial Management, LP 24Capital Analysts 4Cetera Investment Advisers LLC 4Lincoln Investment 4Onepoint Bfg Wealth Partners 41st Advantage Financial Advisers, LLC 1Athena Advisor Services, LLC 1Commonwealth Financial Network 1Edward Jones 1Osaic Wealth, Inc. 1Park Avenue Securities LLC 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 740Rockford 203Downers Grove 136Naperville 100Oak Brook 67Oakbrook Terrace 56Schaumburg 52Springfield 50Wheaton 49Deerfield 45Northbrook 38Champaign 37Lisle 30Itasca 28Elmhurst 27Skokie 26Arlington Heights 25Barrington 25Orland Park 25Palatine 23Evanston 22Peoria 21Libertyville 19Northfield 18

Questions

How many CFP financial advisors are in Lombard, IL?

43 SEC-registered investment adviser representatives at firm offices in Lombard, Illinois list the CFP designation; Forum Financial Management, LP employs the most of them (24).

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 Lombard?

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.