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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Oakbrook Terrace, IL

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

56 CFP professionals work in Oakbrook Terrace; the most are at Mariner (15). 16 are also registered broker representatives.

CFP advisors in Oakbrook Terrace, A to Z

Every advisor in Oakbrook Terrace →

Firms with the most CFP professionals in Oakbrook Terrace

Mariner 15Harvest Investment Services, LLC 5Edelman Financial Engines 4Forvis Mazars Wealth Advisors, LLC 3Raymond James & Associates, Inc. 3Sage Private Wealth Group, LLC 3UBS Financial Services Inc. 3Goldstone Financial Group, LLC 2Mariner Independent 2Osaic Wealth, Inc. 2Robert W. Baird & Co. Incorporated 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Edward Jones 1Maia Wealth 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 740Rockford 203Downers Grove 136Naperville 100Oak Brook 67Schaumburg 52Springfield 50Wheaton 49Deerfield 45Lombard 41Northbrook 38Champaign 37Lisle 30Itasca 28Elmhurst 27Skokie 26Arlington Heights 25Barrington 25Orland Park 25Palatine 23Evanston 22Peoria 21Libertyville 19Northfield 18

Questions

How many CFP financial advisors are in Oakbrook Terrace, IL?

56 SEC-registered investment adviser representatives at firm offices in Oakbrook Terrace, Illinois list the CFP designation; Mariner employs the most of them (15).

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 Terrace?

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.