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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Shorewood, IL

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

3 ChFC holders work in Shorewood; the most are at Wellth Advisory Services, LLC (2). 3 are also registered broker representatives.

ChFC advisors in Shorewood, A to Z

Every advisor in Shorewood →
  • Richard C. Clouse Sr.Wellth Advisory Services, LLC · Chartered Financial Consultant
  • Mark J. DormanWellth Advisory Services, LLC · Chartered Financial Consultant
  • Paul A. KalafutEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Shorewood

Wellth Advisory Services, LLC 2Edward Jones 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 7Oak Brook 7Normal 6Skokie 6Buffalo Grove 4Decatur 4Edwardsville 4Elmhurst 4Grayslake 4

Questions

How many ChFC financial advisors are in Shorewood, IL?

3 SEC-registered investment adviser representatives at firm offices in Shorewood, Illinois list the ChFC designation; Wellth Advisory Services, 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 Shorewood?

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.