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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Schaumburg, IL

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

The short answer

8 ChFC holders work in Schaumburg; the most are at Cl Wealth Management LLC (2). 8 are also registered broker representatives.

ChFC advisors in Schaumburg, A to Z

Every advisor in Schaumburg →
  • Sheila M. GugliuzzaCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Louis M. JimenezCl Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • John M. JostenCetera Investment Advisers LLC · Chartered Financial Consultant
  • Brian E. MaguraEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Thomas J. ManzardoAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • David R. NicholsonCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Meredith D. SimsCl Wealth Management LLC · Chartered Financial Consultant
  • Robert D. YaroszWorld Equity Group, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Schaumburg

Cl Wealth Management LLC 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Edward Jones 1World Equity Group, Inc. 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 8Barrington 7Northbrook 7Oak Brook 7Normal 6Skokie 6Buffalo Grove 4Decatur 4Edwardsville 4Elmhurst 4Grayslake 4Highland Park 4

Questions

How many ChFC financial advisors are in Schaumburg, IL?

8 SEC-registered investment adviser representatives at firm offices in Schaumburg, Illinois list the ChFC designation; Cl Wealth Management LLC 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 Schaumburg?

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.