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Financial ADVSR advisor directory · SEC adviser records

Impact Financial financial advisors in Chicago, IL

Every SEC-registered investment adviser representative at a Impact Financial office in Chicago, A to Z.

3 registered advisors work at Impact Financial in Chicago, out of 3 at the firm nationwide; it ranks number 158 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Impact Financial advisors in Chicago, A to Z

Every Impact Financial advisor →

Impact Financial advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Chicago

All Chicago advisors →

Morgan Stanley 557J.P. Morgan Securities LLC 549Hightower Advisors, LLC 448Merrill Lynch, Pierce, Fenner & Smith Incorporated 448William Blair 261Bankers Life Advisory Services, Inc. 229Nuveen Asset Management, LLC 219UBS Financial Services Inc. 173Neuberger Berman Bd LLC 108Wells Fargo Clearing Services, LLC 107LPL Financial LLC 104Strategic Advisers LLC 95

Questions

How many financial advisors does Impact Financial have in Chicago?

3 investment adviser representatives are registered at Impact Financial offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Impact Financial one of the largest advisor employers in Chicago?

Impact Financial ranks number 158 in Chicago by registered advisors; Morgan Stanley has the most, with 557.

How do I check a Impact Financial advisor in Chicago?

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 Impact Financial 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.