Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in St. Charles, IL
Every SEC-registered financial advisor at a firm office in St. Charles who lists the Certified Financial Planner designation, A to Z.
The short answer
17 CFP professionals work in St. Charles; the most are at Highpoint Planning Partners (3). 11 are also registered broker representatives.
CFP advisors in St. Charles, A to Z
Every advisor in St. Charles →- Justin N. AnconaIndependent Advisor Alliance, LLC · Certified Financial Planner
- Paul M. BodeSavant Wealth Management · Certified Financial Planner
- Jonathan L. DemossMission Wealth Management, LP · Certified Financial Planner, Chartered Financial Analyst
- Brent D. FieldsTotal Clarity Wealth Management, Inc. · Certified Financial Planner
- Trent R. FifieldNorthcoast Asset Management LLC · Certified Financial Planner
- Matthew J. FountainTotal Clarity Wealth Management, Inc. · Certified Financial Planner
- Michael GreenCapital Management Group, Inc. · Certified Financial Planner
- Ronald A. HarczakIndependent Advisor Alliance, LLC · Certified Financial Planner
- Larry W. JohnsonAusdal Financial Partners, Inc. · Certified Financial Planner
- Richard R. KitickHighpoint Planning Partners · Certified Financial Planner
- David M. KujawaLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Kraig R. MickelsenKrm Financial Planning & Wealth Management, LLC · Certified Financial Planner
- Terrance P. MurphyTotal Clarity Wealth Management, Inc. · Certified Financial Planner
- Adin W. OcasioSavant Wealth Management · Certified Financial Planner
- Daniel S. TresemerHighpoint Planning Partners · Certified Financial Planner
- James A. VanderbiltIndependent Advisor Alliance, LLC · Certified Financial Planner
- David C. WalkerVestgen Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in St. Charles
Highpoint Planning Partners 3Independent Advisor Alliance, LLC 3Total Clarity Wealth Management, Inc. 3Savant Wealth Management 2Ausdal Financial Partners, Inc. 1Capital Management Group, Inc. 1Krm Financial Planning & Wealth Management, LLC 1LPL Financial LLC 1Mission Wealth Management, LP 1Northcoast Asset Management LLC 1Vestgen Advisors, LLC 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 St. Charles, IL?
17 SEC-registered investment adviser representatives at firm offices in St. Charles, Illinois list the CFP designation; Highpoint Planning Partners employs the most of them (3).
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 St. 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.