Financial advisors in Skokie, IL

24 match

Anthony Pondel
Financial advisor at Northrock Partners, LLC
Northrock Partners, LLC · $12.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Richter
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Russell
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bronwyn Mirretti
Financial advisor at Mirretti Perryman Wealth Strategies, LLC
Mirretti Perryman Wealth Strategies, LLC · $178.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Rappaport
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Eugene
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Flavius Sindile
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Galia Felemovicius
Financial advisor at Foresight Wealth Advisors
Foresight Wealth Advisors · $121.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Irving Birnbaum
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Janice Hennessy
Financial advisor at Shankervalleau Wealth Advisors, Inc.
Shankervalleau Wealth Advisors, Inc. · $645.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Wyton
Financial advisor at Shankervalleau Wealth Advisors, Inc.
Shankervalleau Wealth Advisors, Inc. · $645.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jim Koliatsis
Financial advisor at Iht Wealth Management LLC
Iht Wealth Management LLC · $9.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Valleau
Financial advisor at Shankervalleau Wealth Advisors, Inc.
Shankervalleau Wealth Advisors, Inc. · $645.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karen Asbra
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathleen Valleau
Financial advisor at Shankervalleau Wealth Advisors, Inc.
Shankervalleau Wealth Advisors, Inc. · $645.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathrine Calahan
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Max Tongate
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Meeta Vakil
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Brown
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nirmal Kartari
Financial advisor at Financial Solutions, Inc.
Financial Solutions, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Twardak
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan McCain
Financial advisor at Iht Wealth Management LLC
Iht Wealth Management LLC · $9.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sara Berkowicz
Financial advisor at Lifemark Securities Corp.
Lifemark Securities Corp. · $424.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Perryman
Financial advisor at Mirretti Perryman Wealth Strategies, LLC
Mirretti Perryman Wealth Strategies, LLC · $178.9M 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 Skokie, 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 Skokie, IL.

How this list works

Before you hire an advisor in Skokie, IL