Financial ADVSR advisor directory · SEC adviser records
Pendulum Wealth Partners financial advisors
Every SEC-registered investment adviser representative at Pendulum Wealth Partners, by the state and city of the office they work from.
7 registered advisors work at Pendulum Wealth Partners, in 1 state and 1 city; the most are in Itasca, IL (7). 2 list the CFP designation and 1 are also registered broker representatives.
Search every Pendulum Wealth Partners advisor by name →Who joined and left Pendulum Wealth Partners →Pendulum Wealth Partners: assets, clients and custodians →
Cities with the most Pendulum Wealth Partners advisors
Pendulum Wealth Partners advisors by state
Questions
How many financial advisors does Pendulum Wealth Partners have?
7 investment adviser representatives are registered with Pendulum Wealth Partners, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 2 list the CFP designation and 1 are also registered as broker representatives.
Where does Pendulum Wealth Partners have the most advisors?
Itasca, IL, with 7 registered advisors. By state, Illinois has the most, with 7.
How do I find a Pendulum Wealth Partners financial advisor near me?
Pick your state below, then your city, to see every Pendulum Wealth Partners advisor registered at an office there. Each one 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. An advisor registered at Pendulum Wealth Partners offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →