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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Mokena, IL

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

7 CFP professionals work in Mokena; the most are at LPL Financial LLC (2). 6 are also registered broker representatives.

CFP advisors in Mokena, A to Z

Every advisor in Mokena →

Firms with the most CFP professionals in Mokena

LPL Financial LLC 2Advisornet Wealth Partners 1Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Edelman Financial Engines 1Edward Jones 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 Mokena, IL?

7 SEC-registered investment adviser representatives at firm offices in Mokena, Illinois list the CFP designation; LPL Financial LLC 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 Mokena?

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.