Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in South Elgin, IL

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

The short answer

3 CFP professionals work in South Elgin; the most are at Fifth Third Securities, Inc. (2). 3 are also registered broker representatives.

CFP advisors in South Elgin, A to Z

Every advisor in South Elgin →

Richard K. PooleEdward Jones · Certified Financial Planner
Mirko ReithoferFifth Third Securities, Inc. · Certified Financial Planner
Justin P. WilsonFifth Third Securities, Inc. · Certified Financial Planner

Firms with the most CFP professionals in South Elgin

Fifth Third Securities, Inc. 2 Edward Jones 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 708 Rockford 195 Downers Grove 125 Naperville 99 Oak Brook 59 Oakbrook Terrace 56 Wheaton 55 Springfield 46 Deerfield 45 Lombard 43 Schaumburg 43 Champaign 38 Northbrook 36 Lisle 32 Itasca 29 Palatine 26 Barrington 25 Evanston 25 Skokie 25 Arlington Heights 24 Peoria 24 Orland Park 22 Elmhurst 20 Libertyville 18

Questions

How many CFP financial advisors are in South Elgin, IL?

3 SEC-registered investment adviser representatives at firm offices in South Elgin, Illinois list the CFP designation; Fifth Third Securities, Inc. employs the most of them (2).

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 South Elgin?

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.