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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Winthrop Harbor, IL

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

The short answer

1 CFP advisor work in Winthrop Harbor; the most are at Edward Jones (1). 1 are also registered broker representatives.

CFP advisors in Winthrop Harbor, A to Z

Every advisor in Winthrop Harbor →

Firms with the most CFP professionals in Winthrop Harbor

Edward Jones 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 741Rockford 203Downers Grove 136Naperville 100Oak Brook 67Oakbrook Terrace 56Schaumburg 52Springfield 50Wheaton 50Deerfield 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 Winthrop Harbor, IL?

1 SEC-registered investment adviser representatives at firm offices in Winthrop Harbor, Illinois list the CFP designation; Edward Jones 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 Winthrop Harbor?

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.