Financial advisors in Geneva, IL

96 advisors · page 1 of 4

Alexandra Keck
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Anna Machi
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Bradley Brown
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Jock Cameron
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Karmen Ritt
Financial advisor at Leelyn Smith, LLC
Leelyn Smith, LLC · $852.3M AUM
CFP®VerifiedFinancial planning
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Kevin Prendergast
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Lance Clemens
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Mark Bova
Financial advisor at Lenity Financial, Inc.
Lenity Financial, Inc. · $87.2M AUM
CFP®VerifiedFinancial planning
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Matthew Alexander
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Matthew Krajniak
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Matthew Reynolds
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Peter Hudepohl
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Scott Green
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Thomas Hudepohl
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Timothy Carpenter
Financial advisor at Rhodo Wealth Management LLC
Rhodo Wealth Management LLC · $12.2M AUM
CFP®VerifiedFinancial planning
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Alexis Benson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Amanda Welter
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Amerigo Romano
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Andrew Grider
Financial advisor at Leelyn Smith, LLC
Leelyn Smith, LLC · $852.3M AUM
VerifiedFinancial planning
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Bradford Carr
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Brandon Burriss
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Bret Shannon
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Brian Richter
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Charles Hartman
Financial advisor at Leelyn Smith, LLC
Leelyn Smith, LLC · $852.3M AUM
VerifiedFinancial planning
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Christopher Dieckow
Financial advisor at Leelyn Smith, LLC
Leelyn Smith, LLC · $852.3M AUM
VerifiedFinancial planning
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Christopher Sexton
Financial advisor at American Century Investments Private Client Group, Inc.
American Century Investments Private Client Group, Inc. · $2.33B AUM
VerifiedFinancial planning
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Clay Terry
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Daniel Studebaker
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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David Schlesselman
Financial advisor at Kdm Wealth Management Inc.
Kdm Wealth Management Inc. · $112.2M AUM
VerifiedFinancial planning
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Donald Cummings
Financial advisor at Blue Haven Capital, LLC
Blue Haven Capital, LLC · $121.5M AUM
Verified
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Geneva, IL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Geneva, IL.

How this list works

Before you hire an advisor in Geneva, IL