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Financial ADVSR advisor directory · SEC adviser records

Simplicity Wealth financial advisors in Lincolnshire, IL

Every SEC-registered investment adviser representative at a Simplicity Wealth office in Lincolnshire, A to Z.

3 registered advisors work at Simplicity Wealth in Lincolnshire, out of 237 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Simplicity Wealth advisors in Lincolnshire, A to Z

Every Simplicity Wealth advisor →

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

Simplicity Wealth advisors in other cities

Summit, NJ 112Denver, CO 15San Diego, CA 8Scottsdale, AZ 3Berkeley Heights, NJ 2Chardon, OH 2Charlotte, NC 2Clearwater, FL 2Grand Rapids, MI 2Houston, TX 2Indianapolis, IN 2Logan, UT 2Nashua, NH 2Ocala, FL 2Phoenix, AZ 2

Other firms in Lincolnshire

All Lincolnshire advisors →

Savant Wealth Management 7Mowery & Schoenfeld Wealth Management, LLC 5Oneamerica Securities, Inc. 5LPL Financial LLC 4Alight Financial Advisors, LLC 3

Questions

How many financial advisors does Simplicity Wealth have in Lincolnshire?

3 investment adviser representatives are registered at Simplicity Wealth offices in Lincolnshire, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 237 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Simplicity Wealth one of the largest advisor employers in Lincolnshire?

Simplicity Wealth ranks number 6 in Lincolnshire by registered advisors; Savant Wealth Management has the most, with 7.

How do I check a Simplicity Wealth advisor in Lincolnshire?

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 Simplicity Wealth 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.