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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Saint Charles, IL

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

2 CFP professionals work in Saint Charles; the most are at Forum Financial Management, LP (1). 2 are also registered broker representatives.

CFP advisors in Saint Charles, A to Z

Every advisor in Saint Charles →
  • Edward A. Perry Jr.Lasalle St. Investment Advisors, L.L.C. · Certified Financial Planner
  • Ryan D. ZinkForum Financial Management, LP · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Saint Charles

Forum Financial Management, LP 1Lasalle St. Investment Advisors, L.L.C. 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 22Peoria 21Libertyville 19

Questions

How many CFP financial advisors are in Saint Charles, IL?

2 SEC-registered investment adviser representatives at firm offices in Saint Charles, Illinois list the CFP designation; Forum Financial Management, LP 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 Saint Charles?

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.