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Financial ADVSR advisor directory · SEC adviser records

Momentum Wealth Management financial advisors in Northfield, IL

Every SEC-registered investment adviser representative at a Momentum Wealth Management office in Northfield, A to Z.

The short answer

3 registered advisors work at Momentum Wealth Management in Northfield, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Momentum Wealth Management advisors in Northfield, A to Z

Every Momentum Wealth Management advisor →

Momentum Wealth Management advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Northfield

All Northfield advisors →

Bernardi Asset Management, LLC 12LPL Financial LLC 8Mack Investment Securities, Inc. 6Ameriprise Financial Services, LLC 4The Planning Group 4Belpointe Asset Management LLC 3M Holdings Securities, Inc. 3Treetop Wealth Management, LLC 3

Questions

How many financial advisors does Momentum Wealth Management have in Northfield?

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

Is Momentum Wealth Management one of the largest advisor employers in Northfield?

Momentum Wealth Management ranks number 8 in Northfield by registered advisors; Bernardi Asset Management, LLC has the most, with 12.

How do I check a Momentum Wealth Management advisor in Northfield?

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 Momentum Wealth Management 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.