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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in West Dundee, IL

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

The short answer

2 CFP professionals work in West Dundee; the most are at Cetera Investment Advisers LLC (1). 1 are also registered broker representatives.

CFP advisors in West Dundee, A to Z

Every advisor in West Dundee →

Firms with the most CFP professionals in West Dundee

Cetera Investment Advisers LLC 1Hendricks Wealth And Estate Management 1

CFP advisors in other Illinois cities

All of Illinois →

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

Questions

How many CFP financial advisors are in West Dundee, IL?

2 SEC-registered investment adviser representatives at firm offices in West Dundee, Illinois list the CFP designation; Cetera Investment Advisers LLC employs the most of them (1).

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 West Dundee?

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.