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Financial ADVSR advisor directory · SEC adviser records

Lifewise Wealth Advisors financial advisors in Champaign, IL

Every SEC-registered investment adviser representative at a Lifewise Wealth Advisors office in Champaign, A to Z.

The short answer

7 registered advisors work at Lifewise Wealth Advisors in Champaign, out of 7 at the firm nationwide; it ranks number 6 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Lifewise Wealth Advisors advisors in Champaign, A to Z

Every Lifewise Wealth Advisors advisor →

Lifewise Wealth Advisors advisors in every city and state →Lifewise Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Champaign

All Champaign advisors →

Cozad Asset Management Inc. 19LPL Enterprise, LLC 14Wells Fargo Clearing Services, LLC 11Edward Jones 10Sterling Wealth Management, Inc. 8MML Investors Services, LLC 6State Farm Investment Management Corp. 6Thrivent Investment Management Inc. 5Morgan Stanley 4Northwestern Mutual Investment Services, LLC 4Raymond James Financial Services Advisors, Inc. 4Ruedi Wealth Management, Inc. 4

Questions

How many financial advisors does Lifewise Wealth Advisors have in Champaign?

7 investment adviser representatives are registered at Lifewise Wealth Advisors offices in Champaign, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Lifewise Wealth Advisors one of the largest advisor employers in Champaign?

Lifewise Wealth Advisors ranks number 6 in Champaign by registered advisors; Cozad Asset Management Inc. has the most, with 19.

How do I check a Lifewise Wealth Advisors advisor in Champaign?

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 Lifewise Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.