Financial ADVSR advisor directory · SEC adviser records
Rai Wealth financial advisors in Illinois
Every SEC-registered investment adviser representative at a Rai Wealth office in Illinois, by city and A to Z.
5 registered advisors work at Rai Wealth in Illinois, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Naperville (5). 4 list the CFP designation and 3 are also registered broker representatives.
Rai Wealth advisors by city in Illinois
Every firm in Illinois →Rai Wealth advisors in Illinois, A to Z
Search by name →- Gregory S. AagaardNaperville · Certified Financial Planner
- Scott A. BrownNaperville
- Jack DykemaNaperville · Certified Financial Planner
- Melissa A. ImbrognoNaperville · Certified Financial Planner
- William S. WestNaperville · Certified Financial Planner
Rai Wealth advisors in every state →Rai Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Rai Wealth financial advisors are in Illinois?
5 investment adviser representatives are registered at Rai Wealth offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 4 list the CFP designation and 3 are also registered as broker representatives.
Where in Illinois does Rai Wealth have the most advisors?
Naperville, with 5. Rai Wealth has advisors in 1 city in Illinois.
How do I check a Rai Wealth 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 Rai Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.