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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Oak Brook, IL

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

The short answer

6 ChFC holders work in Oak Brook; the most are at Chicago Oakbrook Financial Group (3). 3 are also registered broker representatives.

ChFC advisors in Oak Brook, A to Z

Every advisor in Oak Brook →
  • Ernest A. CozziCetera Investment Advisers LLC · Chartered Financial Consultant
  • Gil L. FashAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • John A. Ferrante IIChicago Oakbrook Financial Group · Chartered Financial Consultant
  • Jae W. HaChicago Oakbrook Financial Group · Chartered Financial Consultant
  • David R. KallmanEquitable Advisors, LLC · Chartered Financial Consultant
  • David N. NavarroChicago Oakbrook Financial Group · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Oak Brook

Chicago Oakbrook Financial Group 3Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Equitable Advisors, LLC 1

ChFC advisors in other Illinois cities

All of Illinois →

Chicago 86Rockford 26Bloomington 20Springfield 18Downers Grove 17Peoria 17Deerfield 13Naperville 12Wheaton 12Arlington Heights 11Champaign 10Lombard 10Lisle 8Schaumburg 8Barrington 7Northbrook 7Normal 6Skokie 6Buffalo Grove 4Decatur 4Edwardsville 4Elmhurst 4Grayslake 4Highland Park 4

Questions

How many ChFC financial advisors are in Oak Brook, IL?

6 SEC-registered investment adviser representatives at firm offices in Oak Brook, Illinois list the ChFC designation; Chicago Oakbrook Financial Group employs the most of them (3).

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 Oak Brook?

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.