Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in O'Fallon, IL
Every SEC-registered financial advisor at a firm office in O'Fallon who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in O'Fallon; the most are at Equitable Advisors, LLC (4). 7 are also registered broker representatives.
CFP advisors in O'Fallon, A to Z
Every advisor in O'Fallon →- Steven R. BioneFirst Command Advisory Services · Certified Financial Planner
- Ryan A. BrownEquitable Advisors, LLC · Certified Financial Planner
- Michael D. ClarkClark Wealth Partners, LLC · Certified Financial Planner
- Jonathan D. DanielsEquitable Advisors, LLC · Certified Financial Planner
- Blake FeldmannIntegrated Advisors Network LLC · Certified Financial Planner
- Timothy A. GuthrieStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Matthew J. HawkCambridge Capital Management, LLC · Certified Financial Planner
- Christopher A. HowardEquitable Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Nathaniel W. KlitzingCambridge Capital Management, LLC · Certified Financial Planner
- James H. Nash IIIClark Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Dalton J. PowersCambridge Capital Management, LLC · Certified Financial Planner
- Ryan E. PowersKrilogy · Certified Financial Planner
- Charles I. RichardsEdward Jones · Certified Financial Planner
- Joseph M. RoosevansFra Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Samantha A. TranklerEquitable Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in O'Fallon
Equitable Advisors, LLC 4Cambridge Capital Management, LLC 3Clark Wealth Partners, LLC 2Edward Jones 1First Command Advisory Services 1Fra Wealth Management LLC 1Integrated Advisors Network LLC 1Krilogy 1Stifel, Nicolaus & Company, Incorporated 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 O'Fallon, IL?
15 SEC-registered investment adviser representatives at firm offices in O'Fallon, Illinois list the CFP designation; Equitable Advisors, LLC employs the most of them (4).
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 O'Fallon?
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.