Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Chicago, IL

Every SEC-registered financial advisor at a firm office in Chicago who lists the Chartered Financial Consultant designation, A to Z.

The short answer

78 ChFC holders work in Chicago; the most are at State Farm Investment Management Corp. (14). 56 are also registered broker representatives.

ChFC advisors in Chicago, A to Z

Every advisor in Chicago →
  • Gregory F. AdamsWealthspire Institutional, LLC · Chartered Financial Consultant
  • Brian M M. AhernVestgen Advisors, LLC · Chartered Financial Consultant
  • Stephen D. AlsupMorgan Stanley · Chartered Financial Consultant
  • Shaan M. BarenHightower Advisors, LLC · Chartered Financial Consultant
  • Eric G. BaytalaSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jacob M. BossertKonza Global Wealth Group · Certified Financial Planner, Chartered Financial Consultant
  • David E. BragmanSequoia Wealth Management, LLC · Chartered Financial Consultant
  • Joshua M. BrownState Farm Investment Management Corp. · Chartered Financial Consultant
  • Scott R. BurbankRetirement Plan Advisors, LLC · Chartered Financial Consultant
  • David CamarilloHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Francis P. CaracoBankers Life Advisory Services, Inc. · Chartered Financial Consultant
  • Ryan CarterFunded Life Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John R. CorenState Farm Investment Management Corp. · Chartered Financial Consultant
  • Patrick Cortazzo Jr.Embree Financial Group · Certified Financial Planner, Chartered Financial Consultant
  • Tonio CrudeleZacks Investment Management, Inc. · Chartered Financial Consultant
  • Jonathan W. DawsonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Timothy DenLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ryan M. DobrokaHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • James J. DowlingHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • David G. DunnHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gilbert EdmondState Farm Investment Management Corp. · Chartered Financial Consultant
  • Darren S. FeldMesirow Financial Investment Management, Inc. · Chartered Financial Consultant
  • Morgan S. FosterState Farm Investment Management Corp. · Chartered Financial Consultant
  • Neal D. FurlongHightower Advisors, LLC · Chartered Financial Consultant
  • Richard G. GeorgeBankers Life Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • William P. GlennHightower Advisors, LLC · Chartered Financial Consultant
  • Bruce L. GliderBankers Life Advisory Services, Inc. · Chartered Financial Consultant
  • Elizabeth A. GradyEquitable Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Andrew J. HigneyNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Judith N. HirotakaThe Mather Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kyle B. HodnettBankers Life Advisory Services, Inc. · Chartered Financial Consultant
  • Maria I. JarvisLPL Financial LLC · Chartered Financial Consultant
  • Michael K. JohnsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Stephenson P. JuleyLPL Financial LLC · Chartered Financial Consultant
  • Daria B. KentState Farm Investment Management Corp. · Chartered Financial Consultant
  • Daniel C. LauerCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Matthew E. LigurotisMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joseph J. LockeCibc Private Wealth Advisors, Inc. · Chartered Financial Consultant
  • Joseph A. LyonsVestgen Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gary L. MandellThe Mandell Group · Certified Financial Planner, Chartered Financial Consultant
  • Michael N. MazurskyNorth Star Investment Management Corporation · Chartered Financial Consultant
  • Timothy P. McGrathRiverpoint Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Adam T. McHenryBankers Life Advisory Services, Inc. · Chartered Financial Consultant
  • Osvin A. MelendezState Farm Investment Management Corp. · Chartered Financial Consultant
  • Steven I. MerdingerHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jonathon C. MuchCts Financial Planning, Inc. · Chartered Financial Consultant
  • Julie M. MurphySequoia Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brent R. NewcombNorthern Trust Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Alfred G. NicholsNichols Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • G. D. NolanEquity Services, Inc. · Chartered Financial Consultant
  • Thomas J. O'ConnellBankers Life Advisory Services, Inc. · Chartered Financial Consultant
  • Patricia A. O'ConnorOsaic Wealth, Inc. · Chartered Financial Consultant
  • Christopher M. O'NeillMesirow Financial Investment Management, Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Nicole M. PageState Farm Investment Management Corp. · Chartered Financial Consultant
  • Walter V. ParentiEquity Services, Inc. · Chartered Financial Consultant
  • Jeffrey B. PerlmutterHightower Advisors, LLC · Chartered Financial Consultant
  • Jeff K. RossIht Wealth Management LLC · Chartered Financial Consultant
  • John A. RossittoIht Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joel A. RovnerLPL Financial LLC · Chartered Financial Consultant
  • Arthur W. SantosState Farm Investment Management Corp. · Chartered Financial Consultant
  • Tonya L. SantosState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jeffrey A. ScheiderVestgen Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Scott D. SorensenHightower Advisors, LLC · Chartered Financial Consultant, Chartered Financial Analyst
  • Jason P. SpearsEagle Strategies LLC · Chartered Financial Consultant
  • John L. SpearsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Dennis G. StearnsHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Peter F. StegerKingswood Wealth Advisors, LLC · Chartered Financial Consultant
  • Michael T. StoneEquity Services, Inc. · Chartered Financial Consultant
  • Paul W. TokarzMML Investors Services, LLC · Chartered Financial Consultant
  • Jenny K. TolaState Farm Investment Management Corp. · Chartered Financial Consultant
  • Daniel J. TomasValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey M. TonerHightower Advisors, LLC · Chartered Financial Consultant
  • Dominick J. Vetrano Jr.Fountainhead Financial, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Freddie Villacci Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael C. VogelAza Capital Management · Chartered Financial Consultant
  • Robert C. WhiteHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Larry C. WilliamsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Britton H. YackeyNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Chicago

State Farm Investment Management Corp. 14Hightower Advisors, LLC 13Bankers Life Advisory Services, Inc. 6LPL Financial LLC 4Equity Services, Inc. 3Vestgen Advisors, LLC 3Iht Wealth Management LLC 2MML Investors Services, LLC 2Mesirow Financial Investment Management, Inc. 2Northwestern Mutual Investment Services, LLC 2Sequoia Wealth Management, LLC 2Aza Capital Management 1Cambridge Investment Research Advisors, Inc. 1Cibc Private Wealth Advisors, Inc. 1Cts Financial Planning, Inc. 1

ChFC advisors in other Illinois cities

All of Illinois →

Rockford 26Bloomington 20Springfield 18Downers Grove 17Peoria 17Deerfield 13Naperville 12Wheaton 12Arlington Heights 11Champaign 10Lombard 10Lisle 8Schaumburg 8Barrington 7Northbrook 7Oak Brook 7Normal 6Skokie 6Buffalo Grove 4Decatur 4Edwardsville 4Elmhurst 4Grayslake 4Highland Park 4

Questions

How many ChFC financial advisors are in Chicago, IL?

78 SEC-registered investment adviser representatives at firm offices in Chicago, Illinois list the ChFC designation; State Farm Investment Management Corp. employs the most of them (14).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in Chicago?

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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.