Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Skokie, IL
Every SEC-registered financial advisor at a firm office in Skokie who lists the Certified Financial Planner designation, A to Z.
26 CFP professionals work in Skokie; the most are at Ep Wealth Advisors (7). 11 are also registered broker representatives.
CFP advisors in Skokie, A to Z
Every advisor in Skokie →- Karen L. AsbraEp Wealth Advisors · Certified Financial Planner
- Irving BirnbaumMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael J. BrownCitigroup Global Markets Inc. · Certified Financial Planner
- Kathrine J. CalahanSanctuary Advisors, LLC · Certified Financial Planner
- Eric E. EugeneJ.P. Morgan Securities LLC · Certified Financial Planner
- Heather O. FairbanksBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Galia S. FelemoviciusForesight Wealth Advisors · Certified Financial Planner
- Kristyn R. GibsonEp Wealth Advisors · Certified Financial Planner
- Conner GrzeniaEp Wealth Advisors · Certified Financial Planner
- Janice J. HennessyShankervalleau Wealth Advisors, Inc. · Certified Financial Planner
- Bradley C. HillsEp Wealth Advisors · Certified Financial Planner
- Nora S. KahnEp Wealth Advisors · Certified Financial Planner
- William J. LillwitzUhlmann Investment Management, L.L.C. · Certified Financial Planner
- Ryan W. McCainIht Wealth Management LLC · Certified Financial Planner
- Bronwyn N. MirrettiMirretti Perryman Wealth Strategies, LLC · Certified Financial Planner
- Timothy C. PerrymanMirretti Perryman Wealth Strategies, LLC · Certified Financial Planner
- David M. RappaportEp Wealth Advisors · Certified Financial Planner
- Rhea RavindranEp Wealth Advisors · Certified Financial Planner
- Bradley RussellCetera Investment Advisers LLC · Certified Financial Planner
- Flavius SindileJ.P. Morgan Securities LLC · Certified Financial Planner
- Max TongateEdward Jones · Certified Financial Planner
- Patrick J. TwardakEdward Jones · Certified Financial Planner
- Meeta VakilJ.P. Morgan Securities LLC · Certified Financial Planner
- John D. Valleau Jr.Shankervalleau Wealth Advisors, Inc. · Certified Financial Planner
- Kathleen M. ValleauShankervalleau Wealth Advisors, Inc. · Certified Financial Planner
- Jennifer WytonShankervalleau Wealth Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Skokie
Ep Wealth Advisors 7Shankervalleau Wealth Advisors, Inc. 4J.P. Morgan Securities LLC 3Edward Jones 2Mirretti Perryman Wealth Strategies, LLC 2Beacon Pointe Advisors, LLC 1Cetera Investment Advisers LLC 1Citigroup Global Markets Inc. 1Foresight Wealth Advisors 1Iht Wealth Management LLC 1MML Investors Services, LLC 1Sanctuary Advisors, LLC 1Uhlmann Investment Management, 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 27Arlington Heights 25Barrington 25Orland Park 25Palatine 23Evanston 22Peoria 21Libertyville 19Northfield 18
Questions
How many CFP financial advisors are in Skokie, IL?
26 SEC-registered investment adviser representatives at firm offices in Skokie, Illinois list the CFP designation; Ep Wealth Advisors employs the most of them (7).
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 Skokie?
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.