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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lombard, IL

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

10 ChFC holders work in Lombard; the most are at Cambridge Investment Research Advisors, Inc. (2). 8 are also registered broker representatives.

ChFC advisors in Lombard, A to Z

Every advisor in Lombard →
  • Arthur M. ConnorCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Nedal Z. HalawaForum Financial Management, LP · Chartered Financial Consultant
  • Howard S. KiteForum Financial Management, LP · Certified Financial Planner, Chartered Financial Consultant
  • Jeremy S. KnobelPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas W. KosandaNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Allen T. LayaCapital Analysts · Chartered Financial Consultant
  • James W. LohseCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Kevin M. SpahnOnepoint Bfg Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
  • Robert F. Spahn Jr.Northwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Jeffrey S. WilcoxState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Lombard

Cambridge Investment Research Advisors, Inc. 2Forum Financial Management, LP 2Northwestern Mutual Investment Services, LLC 2Capital Analysts 1Lincoln Investment 1Onepoint Bfg Wealth Partners 1Park Avenue Securities LLC 1State Farm Investment Management Corp. 1

ChFC advisors in other Illinois cities

All of Illinois →

Chicago 86Rockford 26Bloomington 20Springfield 18Downers Grove 17Peoria 17Deerfield 13Naperville 12Wheaton 12Arlington Heights 11Champaign 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 Lombard, IL?

10 SEC-registered investment adviser representatives at firm offices in Lombard, Illinois list the ChFC designation; Cambridge Investment Research Advisors, Inc. employs the most of them (2).

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 Lombard?

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.