Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Illinois

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

22 registered advisors work at Creative Planning in Illinois, out of 1,038 nationwide; it's the firm's number 7 state by advisors, and the most are in Chicago (10). 0 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors by city in Illinois

Every firm in Illinois →

Chicago 10Oak Brook 3Arlington Heights 1Clarendon Hills 1Darien 1Deer Park 1Naperville 1Oakbrook Terrace 1Rockford 1Skokie 1Westmont 1

Creative Planning advisors in Illinois, A to Z

Search by name →

Creative Planning advisors in every state →Creative Planning: assets, clients and custodians →Creative Planning news and advisor moves →Advisor Moves: who changed firms this week →

Creative Planning in other states

Kansas 627California 49Texas 41Wisconsin 28Georgia 23Minnesota 23Missouri 19Virginia 18Pennsylvania 17Tennessee 17Florida 15Arizona 14Colorado 12Washington 11Maryland 10Michigan 8North Carolina 8New York 7South Carolina 7Indiana 6Connecticut 5Massachusetts 5Nebraska 5Ohio 5Delaware 4Hawaii 4Louisiana 4New Jersey 4Oregon 4North Dakota 3Oklahoma 3

Questions

How many Creative Planning financial advisors are in Illinois?

22 investment adviser representatives are registered at Creative Planning offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Illinois does Creative Planning have the most advisors?

Chicago, with 10, then Oak Brook (3). Creative Planning has advisors in 11 cities in Illinois.

How do I check a Creative Planning 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 Creative Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.