Financial ADVSR advisor directory · SEC adviser records
Cetera Planning Partners financial advisors in Illinois
Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Illinois, by city and A to Z.
6 registered advisors work at Cetera Planning Partners in Illinois, out of 283 nationwide; it's the firm's number 13 state by advisors, and the most are in Oak Brook (2). 2 list the CFP designation and 1 are also registered broker representatives.
Cetera Planning Partners advisors by city in Illinois
Every firm in Illinois →Cetera Planning Partners advisors in Illinois, A to Z
Search by name →- Daniyal I. AhmedChicago · Certified Financial Planner
- Jessica L. FreiburgOak Brook · Personal Financial Specialist
- Thomas L. GilbertAshmore
- Jill KazLake Forest · Certified Financial Planner
- Susan M. PennoOak Brook · Personal Financial Specialist
- Kelsey D. SwingCharleston
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Cetera Planning Partners in other states
Iowa 43Kansas 32Louisiana 28California 19Texas 19Minnesota 17New Jersey 14Indiana 13Michigan 10Pennsylvania 10South Dakota 9Nebraska 7Florida 5Hawaii 5Kentucky 5New York 5Colorado 4Ohio 4Arkansas 3Georgia 3North Carolina 3North Dakota 3Utah 3
Questions
How many Cetera Planning Partners financial advisors are in Illinois?
6 investment adviser representatives are registered at Cetera Planning Partners offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 283 at the firm nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.
Where in Illinois does Cetera Planning Partners have the most advisors?
Oak Brook, with 2, then Ashmore (1). Cetera Planning Partners has advisors in 5 cities in Illinois.
How do I check a Cetera Planning Partners 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 Cetera Planning Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.