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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Rockford, IL

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

203 CFP professionals work in Rockford; the most are at Savant Wealth Management (130). 26 are also registered broker representatives.

CFP advisors in Rockford, A to Z

Every advisor in Rockford →

Firms with the most CFP professionals in Rockford

Savant Wealth Management 130Choreo, LLC 41Osaic Wealth, Inc. 4Ameriprise Financial Services, LLC 3Edward Jones 3Lucas Group Financial Advisors, LLC 3Principal Securities, Inc. 3RBC Capital Markets, LLC 3Cambridge Investment Research Advisors, Inc. 2Wells Fargo Clearing Services, LLC 2Cetera Investment Advisers LLC 1Choreo Partner Alliance, LLC 1Farther 1LPL Financial LLC 1Midland Wealth Management 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 740Downers 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 19Northfield 18

Questions

How many CFP financial advisors are in Rockford, IL?

203 SEC-registered investment adviser representatives at firm offices in Rockford, Illinois list the CFP designation; Savant Wealth Management employs the most of them (130).

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 Rockford?

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.