Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Bannockburn, IL
Every SEC-registered investment adviser representative at a firm office in Bannockburn, with the firms that employ the most of them.
12 registered advisors work in Bannockburn; the most are at Mai Capital Management, LLC (5). 5 list the CFP designation and 4 are also registered broker representatives.
Firms with the most advisors in Bannockburn
| Firm | Advisors in Bannockburn |
|---|---|
| Mai Capital Management, LLC | 5 |
| Lasalle St. Investment Advisors, L.L.C. | 3 |
| Centric Wealth Management, LLC | 1 |
| Gamco Asset Management Inc. | 1 |
| Kgl Financial Advisors, LLC | 1 |
| Vanderkloot & Company, P.C. | 1 |
Advisors in Bannockburn, A to Z
CFP advisors in Bannockburn →- Philip J. ColeMai Capital Management, LLC · Certified Financial Planner
- Joel L. HochmanMai Capital Management, LLC · Certified Financial Planner
- Patrick L. KearneyLasalle St. Investment Advisors, L.L.C.
- Peter L. KearneyLasalle St. Investment Advisors, L.L.C.
- Jeffrey J. KinzlerLasalle St. Investment Advisors, L.L.C.
- Edward G. LeszynskiKgl Financial Advisors, LLC · Personal Financial Specialist
- Sydney K. LukatsevichMai Capital Management, LLC · Certified Financial Planner
- Anne E. MorrissyGamco Asset Management Inc. · Chartered Financial Analyst
- Glenn A. MovishMai Capital Management, LLC · Certified Financial Planner
- Garett J. NesbittCentric Wealth Management, LLC
- Mathew A. VanderklootVanderkloot & Company, P.C. · Personal Financial Specialist
- Michael J. WilliamsMai Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
Other cities in Illinois
All of Illinois →Chicago 6,250Wheaton 798Oak Brook 520Naperville 506Rockford 473Deerfield 431Downers Grove 397Schaumburg 366Northbrook 312Springfield 269Oakbrook Terrace 219Orland Park 213Lisle 212Peoria 202Barrington 180Lombard 175Lake Forest 139Champaign 137Elmhurst 136Bloomington 134Arlington Heights 133Skokie 120Highland Park 117Glenview 116
Questions
How many financial advisors are in Bannockburn, IL?
12 investment adviser representatives are registered at firm offices in Bannockburn, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Bannockburn?
Mai Capital Management, LLC, with 5 registered advisors in Bannockburn, followed by Lasalle St. Investment Advisors, L.L.C. with 3.
How do I check a financial advisor in Bannockburn?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.