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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Waterloo, IL

Every SEC-registered investment adviser representative at a firm office in Waterloo, with the firms that employ the most of them.

16 registered advisors work in Waterloo; the most are at Edward Jones (6). 0 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Waterloo

FirmAdvisors in Waterloo
Edward Jones news6
Stifel, Nicolaus & Company, Incorporated news3
Osaic Wealth, Inc. news2
State Farm Investment Management Corp.2
Thrivent Investment Management Inc.2
Schaefer Wealth Management, Inc.1

Advisors in Waterloo, A to Z

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Other cities in Illinois

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Chicago 6,556Wheaton 867Oak Brook 568Naperville 546Rockford 488Deerfield 458Downers Grove 414Schaumburg 351Northbrook 333Springfield 256Oakbrook Terrace 237Lisle 227Orland Park 224Peoria 222Lombard 204Barrington 189Champaign 149Arlington Heights 144Elmhurst 143Lake Forest 141Bloomington 135Glenview 132Skokie 125Highland Park 121

Questions

How many financial advisors are in Waterloo, IL?

16 investment adviser representatives are registered at firm offices in Waterloo, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Waterloo?

Edward Jones, with 6 registered advisors in Waterloo, followed by Stifel, Nicolaus & Company, Incorporated with 3.

How do I check a financial advisor in Waterloo?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.