Financial advisors in Itasca, IL

35 match · page 1 of 2

Anthony Dinverno
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Anthony Jones
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austin McDonnell
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barbara Wagner
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barry Leslie
Financial advisor at Leslie Global Wealth, LLC
Leslie Global Wealth, LLC · $446.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Grey
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Murin
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Hill
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Connor Simios
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Darryl Newman
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Deschamps
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gino Poli
Financial advisor at Pendulum Wealth Partners
Pendulum Wealth Partners · $282.8M AUM
CFP®VerifiedFinancial planning
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Heather Locus
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James King
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Thrana
Financial advisor at Pendulum Wealth Partners
Pendulum Wealth Partners · $282.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Chung
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Smith
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Foltz
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Larson
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julie Bucaro
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathleen Governale
Financial advisor at Leslie Global Wealth, LLC
Leslie Global Wealth, LLC · $446.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Meehan
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Devries
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Stephens
Financial advisor at Pendulum Wealth Partners
Pendulum Wealth Partners · $282.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Zelenika
Financial advisor at Leslie Global Wealth, LLC
Leslie Global Wealth, LLC · $446.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Foltz
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Kocanda
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Mikula
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Reznik
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Costa
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Itasca, 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.

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Financial advisors in Itasca, IL.

How this list works

Before you hire an advisor in Itasca, IL