Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wilmette, IL
Every SEC-registered financial advisor at a firm office in Wilmette who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Wilmette; the most are at Cambridge Investment Research Advisors, Inc. (1). 5 are also registered broker representatives.
CFP advisors in Wilmette, A to Z
Every advisor in Wilmette →- Michael P. CahillLPL Financial LLC · Certified Financial Planner
- Michael EdwardsCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Ritu JainThe Retirement Solutions Group · Certified Financial Planner
- Rosalyn P. KempChestnut Beach Wealth · Certified Financial Planner
- Peter M. MarisChoreo, LLC · Certified Financial Planner
- Tyler E. PassmoreJ.P. Morgan Securities LLC · Certified Financial Planner
- Jeffrey R. SmithNorth Shore Investment Consulting LLC · Certified Financial Planner
- Cary WongLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alisa L. ZufallMercer Global Advisors Inc. · Certified Financial Planner
Firms with the most CFP professionals in Wilmette
Cambridge Investment Research Advisors, Inc. 1Chestnut Beach Wealth 1Choreo, LLC 1J.P. Morgan Securities LLC 1LPL Enterprise, LLC 1LPL Financial LLC 1Mercer Global Advisors Inc. 1North Shore Investment Consulting LLC 1The Retirement Solutions Group 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 Wilmette, IL?
9 SEC-registered investment adviser representatives at firm offices in Wilmette, Illinois list the CFP designation; Cambridge Investment Research Advisors, Inc. 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 Wilmette?
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.