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Financial ADVSR advisor directory · SEC adviser records

Planpilot financial advisors in Chicago, IL

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

4 registered advisors work at Planpilot in Chicago, out of 7 at the firm nationwide; it ranks number 137 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Planpilot advisors in Chicago, A to Z

Every Planpilot advisor →

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

Planpilot advisors in other cities

Cape Coral, FL 1Centennial, CO 1Ocala, FL 1

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 Planpilot have in Chicago?

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

Is Planpilot one of the largest advisor employers in Chicago?

Planpilot ranks number 137 in Chicago by registered advisors; Morgan Stanley has the most, with 557.

How do I check a Planpilot 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 Planpilot 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.