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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Peoria, IL

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

21 CFP professionals work in Peoria; the most are at David Vaughan Investments, LLC (5). 14 are also registered broker representatives.

CFP advisors in Peoria, A to Z

Every advisor in Peoria →
  • Deanna M. BaeleDavid Vaughan Investments, LLC · Certified Financial Planner
  • Bryce A. BreedenCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Mark L. BurnhamCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Gary K. CraigCharles Schwab & Co., Inc. · Certified Financial Planner
  • Michael M. FlahertyDavid Vaughan Investments, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Tyler G. GonigamCharles Schwab & Co., Inc. · Certified Financial Planner
  • Charles F. Hemmer IIWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey J. HuizengaDavid Vaughan Investments, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stephen A. JordanLPL Financial LLC · Certified Financial Planner
  • Grace A. LoweAmeriprise Financial Services, LLC · Certified Financial Planner
  • Kalin D. McClureLPL Financial LLC · Certified Financial Planner
  • Zachery MorgensternDavid Vaughan Investments, LLC · Certified Financial Planner
  • Aaron T. OsingEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Todd B. OsingEdward Jones · Certified Financial Planner
  • Michelle C. ParkerEdward Jones · Certified Financial Planner
  • Kathryn J. PlanckChoreo, LLC · Certified Financial Planner
  • Anne E. SchuttMidwestern Securities Trading Company, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Douglas A. ShannonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jason D. SmithCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Johnathan P. TimkoDavid Vaughan Investments, LLC · Certified Financial Planner
  • Roscoe P. Zeigler IIIRp Zeigler Investment Services · Certified Financial Planner

Firms with the most CFP professionals in Peoria

David Vaughan Investments, LLC 5Edward Jones 3Charles Schwab & Co., Inc. 2LPL Financial LLC 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Choreo, LLC 1Commonwealth Financial Network 1Creative Financial Designs, Inc. 1MML Investors Services, LLC 1Midwestern Securities Trading Company, LLC 1Rp Zeigler Investment Services 1Wells Fargo Advisors Financial Network, LLC 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 22Libertyville 19Northfield 18

Questions

How many CFP financial advisors are in Peoria, IL?

21 SEC-registered investment adviser representatives at firm offices in Peoria, Illinois list the CFP designation; David Vaughan Investments, 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 Peoria?

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.