Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Palatine, IL
Every SEC-registered financial advisor at a firm office in Palatine who lists the Certified Financial Planner designation, A to Z.
23 CFP professionals work in Palatine; the most are at Cwm, LLC (5). 5 are also registered broker representatives.
CFP advisors in Palatine, A to Z
Every advisor in Palatine →- James J. AzzarelloCopia Financial Solutions, Inc. · Certified Financial Planner
- Corina S. Bande-AriasCwm, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brett M. DetterbeckDetterbeck Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Lester G. Detterbeck IIIDetterbeck Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- John A. EidukElite Asset Management, LLC · Certified Financial Planner
- Daniel E. FudalaHazel Ridge Advisors, LLC · Certified Financial Planner
- Jill E. GoszCwm, LLC · Certified Financial Planner
- Jonathan D. GrahamEdward Jones · Certified Financial Planner
- Robert W. Hanson Jr.Private Advisor Group, LLC · Certified Financial Planner
- Barbara M. JoyceMason Investment Advisory Services Inc. · Certified Financial Planner
- Robert J. LefevreLefevre & Associates · Certified Financial Planner
- Mark S. McCallumCwm, LLC · Certified Financial Planner
- Michael T. McKevittPrivate Advisor Group, LLC · Certified Financial Planner
- Terrence J. MoranLPL Financial LLC · Certified Financial Planner
- William D. NorwoodCwm, LLC · Certified Financial Planner
- Frank T. PatzkeEp Wealth Advisors · Certified Financial Planner
- James P. SluisAdvisors Asset Management, Inc. · Certified Financial Planner
- Robert B. SmithEdward Jones · Certified Financial Planner
- David A. TheisFee-Only Financial Advisors,ltd. · Certified Financial Planner
- Thomas P. VisliselHighpoint Planning Partners · Certified Financial Planner
- Albert J. Von HoltVon Holt Financial Advisors, Inc. · Certified Financial Planner
- Brock A. Von HoltVon Holt Financial Advisors, Inc. · Certified Financial Planner
- Gregory A. WorcesterCwm, LLC · Certified Financial Planner
Firms with the most CFP professionals in Palatine
Cwm, LLC 5Detterbeck Wealth Management 2Edward Jones 2Private Advisor Group, LLC 2Von Holt Financial Advisors, Inc. 2Advisors Asset Management, Inc. 1Copia Financial Solutions, Inc. 1Elite Asset Management, LLC 1Ep Wealth Advisors 1Fee-Only Financial Advisors,ltd. 1Hazel Ridge Advisors, LLC 1Highpoint Planning Partners 1LPL Financial LLC 1Lefevre & Associates 1Mason Investment Advisory Services Inc. 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 25Evanston 22Peoria 21Libertyville 19Northfield 18
Questions
How many CFP financial advisors are in Palatine, IL?
23 SEC-registered investment adviser representatives at firm offices in Palatine, Illinois list the CFP designation; Cwm, LLC employs the most of them (5).
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 Palatine?
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.