Financial ADVSR advisor directory · SEC adviser records
Root Financial Partners financial advisors in Illinois
Every SEC-registered investment adviser representative at a Root Financial Partners office in Illinois, by city and A to Z.
3 registered advisors work at Root Financial Partners in Illinois, out of 56 nationwide; it's the firm's number 4 state by advisors, and the most are in Chicago (2). 2 list the CFP designation and 0 are also registered broker representatives.
Root Financial Partners advisors by city in Illinois
Every firm in Illinois →Root Financial Partners advisors in Illinois, A to Z
Search by name →- Erin MoriarityNaperville
- Evan M. PerdukChicago · Certified Financial Planner
- Harrison R. SommersChicago · Certified Financial Planner
Root Financial Partners advisors in every state →Root Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Root Financial Partners in other states
Questions
How many Root Financial Partners financial advisors are in Illinois?
3 investment adviser representatives are registered at Root Financial Partners offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 56 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Illinois does Root Financial Partners have the most advisors?
Chicago, with 2, then Naperville (1). Root Financial Partners has advisors in 2 cities in Illinois.
How do I check a Root Financial 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 Root Financial Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.