Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Oakbrook, IL
Every SEC-registered financial advisor at a firm office in Oakbrook who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Oakbrook; the most are at Rothschild Wealth LLC (6). 8 are also registered broker representatives.
CFP advisors in Oakbrook, A to Z
Every advisor in Oakbrook →- Michael J. AdlerRothschild Wealth LLC · Certified Financial Planner
- Valbona CeciMariner · Certified Financial Planner
- Sean M. CondonRothschild Wealth LLC · Certified Financial Planner
- James R. DawsonRothschild Wealth LLC · Certified Financial Planner
- Daniel DonahueWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Carole B. LiangWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Steven R. McGowanRothschild Wealth LLC · Certified Financial Planner, Chartered Financial Analyst
- Tyler D. QualioRothschild Wealth LLC · Certified Financial Planner
- Jack W. RaffertyRothschild Wealth LLC · Certified Financial Planner
- Paul A. SikesWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Analyst
- Joseph SuttonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Firms with the most CFP professionals in Oakbrook
Rothschild Wealth LLC 6Wells Fargo Advisors Financial Network, LLC 4Mariner 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 Oakbrook, IL?
11 SEC-registered investment adviser representatives at firm offices in Oakbrook, Illinois list the CFP designation; Rothschild Wealth LLC employs the most of them (6).
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 Oakbrook?
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.