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Financial ADVSR advisor directory · SEC adviser records

Lifewise Wealth Advisors financial advisors in Illinois

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

The short answer

7 registered advisors work at Lifewise Wealth Advisors in Illinois, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Champaign (7). 4 list the CFP designation and 0 are also registered broker representatives.

Lifewise Wealth Advisors advisors by city in Illinois

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Champaign 7

Lifewise Wealth Advisors advisors in Illinois, A to Z

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Questions

How many Lifewise Wealth Advisors financial advisors are in Illinois?

7 investment adviser representatives are registered at Lifewise Wealth Advisors offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Illinois does Lifewise Wealth Advisors have the most advisors?

Champaign, with 7. Lifewise Wealth Advisors has advisors in 1 city in Illinois.

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