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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Western Springs, IL

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

7 CFP professionals work in Western Springs; the most are at Pinnacle Financial Group LLC (3). 1 are also registered broker representatives.

CFP advisors in Western Springs, A to Z

Every advisor in Western Springs →

Firms with the most CFP professionals in Western Springs

Pinnacle Financial Group LLC 3Pebble Valley Wealth Management 2Edward Jones 1Wentsel Wealth Management, 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 Western Springs, IL?

7 SEC-registered investment adviser representatives at firm offices in Western Springs, Illinois list the CFP designation; Pinnacle Financial Group LLC 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 Western Springs?

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.