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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Deerfield, IL

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

13 ChFC holders work in Deerfield; the most are at Alera Investment Advisors, LLC (7). 13 are also registered broker representatives.

ChFC advisors in Deerfield, A to Z

Every advisor in Deerfield →
  • Steven R. BlockEagle Strategies LLC · Chartered Financial Consultant
  • George J. CostakisEagle Strategies LLC · Chartered Financial Consultant
  • Pamela S. DavisAlera Investment Advisors, LLC · Chartered Financial Consultant
  • Barry L. FinkelsteinEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
  • Richard S. LevitzAlera Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brent H. NovoselskyAlera Investment Advisors, LLC · Chartered Financial Consultant
  • Preston S. PooreMorgan Stanley · Chartered Financial Consultant
  • Eric P. RosenbloomAlera Investment Advisors, LLC · Chartered Financial Consultant
  • James M. SantosCommonwealth Financial Network · Chartered Financial Consultant
  • Linda M. SkoglundAlera Investment Advisors, LLC · Chartered Financial Consultant
  • Philip B. SloanNadler Financial Group, Inc. · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
  • Duane E. StevensAlera Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gigi J. VerreyAlera Investment Advisors, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Deerfield

Alera Investment Advisors, LLC 7Eagle Strategies LLC 3Commonwealth Financial Network 1Morgan Stanley 1Nadler Financial Group, Inc. 1

ChFC advisors in other Illinois cities

All of Illinois →

Chicago 86Rockford 26Bloomington 20Springfield 18Downers Grove 17Peoria 17Naperville 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 Deerfield, IL?

13 SEC-registered investment adviser representatives at firm offices in Deerfield, Illinois list the ChFC designation; Alera Investment Advisors, LLC employs the most of them (7).

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 Deerfield?

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.