Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Vernon Hills, IL
Every SEC-registered financial advisor at a firm office in Vernon Hills who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Vernon Hills; the most are at Bcu Wealth Advisors, LLC (5). 8 are also registered broker representatives.
CFP advisors in Vernon Hills, A to Z
Every advisor in Vernon Hills →- James A. BarnashInvst, LLC · Certified Financial Planner
- Bryan P. FarrisseyBcu Wealth Advisors, LLC · Certified Financial Planner
- Chase A. GauthierCetera Investment Advisers LLC · Certified Financial Planner
- Robert M. GauthierCetera Investment Advisers LLC · Certified Financial Planner
- Jason T. GuntherEdward Jones · Certified Financial Planner
- Jeffrey KostisJk Financial Planning,inc. · Certified Financial Planner, Personal Financial Specialist
- Kristi L. MertensBcu Wealth Advisors, LLC · Certified Financial Planner
- Timothy P. TreacyLPL Financial LLC · Certified Financial Planner
- Edwin T. WatsonBcu Wealth Advisors, LLC · Certified Financial Planner
- Heather M. WrightBcu Wealth Advisors, LLC · Certified Financial Planner
- Jonathan D. WylieBcu Wealth Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Vernon Hills
Bcu Wealth Advisors, LLC 5Cetera Investment Advisers LLC 2Edward Jones 1Invst, LLC 1Jk Financial Planning,inc. 1LPL Financial 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 Vernon Hills, IL?
11 SEC-registered investment adviser representatives at firm offices in Vernon Hills, Illinois list the CFP designation; Bcu Wealth Advisors, LLC employs the most of them (5).
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 Vernon Hills?
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.