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Financial ADVSR advisor directory · SEC adviser records

Pendulum Wealth Partners financial advisors in Illinois

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

7 registered advisors work at Pendulum Wealth Partners in Illinois, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Itasca (7). 2 list the CFP designation and 1 are also registered broker representatives.

Pendulum Wealth Partners advisors by city in Illinois

Every firm in Illinois →

Itasca 7

Pendulum Wealth Partners advisors in Illinois, A to Z

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Questions

How many Pendulum Wealth Partners financial advisors are in Illinois?

7 investment adviser representatives are registered at Pendulum Wealth Partners offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.

Where in Illinois does Pendulum Wealth Partners have the most advisors?

Itasca, with 7. Pendulum Wealth Partners has advisors in 1 city in Illinois.

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