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Financial ADVSR advisor directory · SEC adviser records

Pendulum Wealth Partners financial advisors in Itasca, IL

Every SEC-registered investment adviser representative at a Pendulum Wealth Partners office in Itasca, A to Z.

9 registered advisors work at Pendulum Wealth Partners in Itasca, out of 9 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Pendulum Wealth Partners advisors in Itasca, A to Z

Every Pendulum Wealth Partners advisor →

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

Other firms in Itasca

All Itasca advisors →

Corient 20LPL Financial LLC 11Raymond James Financial Services Advisors, Inc. 5Wealth Enhancement Advisory Services, LLC 5Ameriprise Financial Services, LLC 4Edward Jones 4Wells Fargo Advisors Financial Network, LLC 4Leslie Global Wealth, LLC 3

Questions

How many financial advisors does Pendulum Wealth Partners have in Itasca?

9 investment adviser representatives are registered at Pendulum Wealth Partners offices in Itasca, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Pendulum Wealth Partners one of the largest advisor employers in Itasca?

Pendulum Wealth Partners ranks number 3 in Itasca by registered advisors; Corient has the most, with 20.

How do I check a Pendulum Wealth Partners advisor in Itasca?

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 Pendulum Wealth Partners 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.