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Financial ADVSR advisor directory · SEC adviser records

Assetmark, Inc. financial advisors in Illinois

Every SEC-registered investment adviser representative at a Assetmark, Inc. office in Illinois, by city and A to Z.

33 registered advisors work at Assetmark, Inc. in Illinois, out of 198 nationwide; it's the firm's number 2 state by advisors, and the most are in Chicago (31). 0 list the CFP designation and 29 are also registered broker representatives.

Assetmark, Inc. advisors by city in Illinois

Every firm in Illinois →

Chicago 31Lake Forest 1Lake Zurich 1

Assetmark, Inc. advisors in Illinois, A to Z

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Assetmark, Inc. in other states

California 114Arizona 16North Carolina 6Colorado 4Texas 4

Questions

How many Assetmark, Inc. financial advisors are in Illinois?

33 investment adviser representatives are registered at Assetmark, Inc. offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 198 at the firm nationwide. 0 list the CFP designation and 29 are also registered as broker representatives.

Where in Illinois does Assetmark, Inc. have the most advisors?

Chicago, with 31, then Lake Forest (1). Assetmark, Inc. has advisors in 3 cities in Illinois.

How do I check a Assetmark, Inc. advisor in Illinois?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Assetmark, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.