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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Schaumburg, IL

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

52 CFP professionals work in Schaumburg; the most are at Cetera Investment Advisers LLC (14). 45 are also registered broker representatives.

CFP advisors in Schaumburg, A to Z

Every advisor in Schaumburg →

Firms with the most CFP professionals in Schaumburg

Cetera Investment Advisers LLC 14Cl Wealth Management LLC 5Ameriprise Financial Services, LLC 4Edward Jones 4Charles Schwab & Co., Inc. 3Mercer Global Advisors Inc. 3Wells Fargo Clearing Services, LLC 3LPL Financial LLC 2Osaic Wealth, Inc. 2Strategic Advisers LLC 2World Equity Group, Inc. 2Aprio Wealth Management, LLC 1Ausdal Financial Partners, Inc. 1Gladstone Wealth Partners 1Independent Financial Partners 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 740Rockford 203Downers Grove 136Naperville 100Oak Brook 67Oakbrook Terrace 56Springfield 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 Schaumburg, IL?

52 SEC-registered investment adviser representatives at firm offices in Schaumburg, Illinois list the CFP designation; Cetera Investment Advisers LLC employs the most of them (14).

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 Schaumburg?

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.