Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Peoria Heights, IL

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

2 CFP professionals work in Peoria Heights; the most are at Cetera Investment Advisers LLC (1). 1 are also registered broker representatives.

CFP advisors in Peoria Heights, A to Z

Every advisor in Peoria Heights →

Jeanette L. GruberCetera Investment Advisers LLC · Certified Financial Planner
Michael E. MahoneyCypress Asset Management, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Peoria Heights

Cetera Investment Advisers LLC 1 Cypress Asset Management, Inc. 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 740 Rockford 203 Downers Grove 136 Naperville 100 Oak Brook 67 Oakbrook Terrace 56 Schaumburg 52 Springfield 50 Wheaton 49 Deerfield 45 Lombard 41 Northbrook 38 Champaign 37 Lisle 30 Itasca 28 Elmhurst 27 Skokie 26 Arlington Heights 25 Barrington 25 Orland Park 25 Palatine 23 Evanston 22 Peoria 21 Libertyville 19

Questions

How many CFP financial advisors are in Peoria Heights, IL?

2 SEC-registered investment adviser representatives at firm offices in Peoria Heights, Illinois list the CFP designation; Cetera Investment Advisers LLC employs the most of them (1).

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 Heights?

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.