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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Adam J. Glassberg, CFP®

D3 Financial Counselors
(630) 271-0033

5151 Mochel Drive
Suite 301
Downers Grove, IL 60515-5065
View on Map
630-271-033

111 N Wabash Ave Ste 1702
Chicago, IL 60602-2982
View on Map
(312) 526-3680

Compensation Method: Fee Only
Minimum Investable Assets: $0
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Life Planning, Retirement Income Management, Retirement Planning

Contact
Brian E. Dexl, CFP®

The Mosaic Financial Group, LLC
(312) 255-5490 x19

330 N Wabash
Suite 1650
Chicago , IL 60611-7769
View on Map
(312) 255-5490

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Planning, Tax Planning

Contact
David L. Andrews, CFP®

Barrington Wealth Management
(847) 304-0376

330 East Main Street
Third Floor
Barrington, IL 60010
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(847) 304-0376

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Insurance Planning, Investment Planning, Wealth Management

Contact
David J. Dahl, CFP®

Dahl Financial Services Inc
(815) 946-3399

7908 W Judson Rd
Polo, IL 61064-9047
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(815) 946-3399

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Elder Care, Employee and Employer Plan Benefits, Retirement Income Management

Contact
Dana F. Potts, CFP®

Potts and Company
(630) 986-8600

105 E 1st St
Ste 102
Hinsdale, IL 60521-4248
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(630) 986-8600

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning

Contact
Jeffrey C Pearsall, CFP®

RMB Capital Management, LLC
(312) 993-5830

115 S La Salle St Fl 34
Chicago, IL 60603-3973
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(312) 993-5830

Compensation Method: Fee Only
Minimum Investable Assets: $5,000,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Wealth Management

Contact
Jeffrey S. Scheithe, CFP®

SAI Financial Services Inc
(630) 393-0044

27575 Ferry Rd Ste 100
Warrenville, IL 60555-3863
View on Map
(630) 393-0044

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Life Planning

Contact
Brian A. Magnan, CFP®

Wells Fargo Advisors
(312) 630-7000

30 S Wacker Dr
Ste 4000
Chicago, IL 60606-7483
View on Map
(312) 630-7000

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Josef D Chiapelli, CFP®

Brian E. Keister and Associates
(618) 377-4117

300 S Prairie St
Bethalto, IL 62010-1526
View on Map
(618) 377-4117

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Craig B. Fetty, CFP®

Raymond James Associates Inc.
(815) 654-4390

4443 Marsh Hawk Dr
Loves Park, IL 61111-4404
View on Map
(815) 654-4390

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Sudden Wealth Management, Tax Planning

Contact
Sterling Raskie, CFP®

Blankenship Financial Planning
(217) 488-6473

116 W Illinois
New Berlin, IL 62670-
View on Map
(217) 488-6473

Compensation Method: Fee Only
Minimum Investable Assets: $0
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Insurance Planning, Investment Management

Contact
Jeffery A. Rozovics, CFP®

R² Financial Solutions
(224) 612-7076

1580 N Northwest Hwy Ste 120
Park Ridge, IL 60068-1470
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Ruth A. Fiorentino, CFP®

Kovitz Investment Group
(312) 334-7313

Kovitz Investment Group
115 S LaSalle Street, 27th Floor
Chicago, IL 60603-3904
View on Map
(312) 334-7313

Compensation Method: Salary
Minimum Investable Assets: $500,000
Languages: French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Investment Planning

Contact
James A. Longo, CFP®

Lincoln Financial Advisors Corp
(773) 867-3624

8755 W Higgins Rd
Suite 200
Chicago, IL 60631-4014
View on Map
(773) 867-3624

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Intergenerational Planning

Contact
Christopher Jason Perry, CFP®

U.S. Bancorp
(815) 639-2410

6940 Villagreen Vw
Rockford, IL 61107-5605
View on Map
(815) 639-2410

Compensation Method: Salary
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Roger L. Wohlner, CFP®

Asset Strategy Consultants
(847) 506-9827

4014 N Mitchell Dr
Arlington Heights, IL 60004-7915
View on Map
(847) 506-9827

Compensation Method: Fee Only
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Men's Finances

Contact
Gregory Joseph Langdon, CFP®

Langdon Financial Management, Inc.
(217) 899-8926

2500 Kipling Dr
Springfield, IL 62711-7247
View on Map
(217) 546-6524

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Eugene C. Coyle, CFP®

Coyle & Associates, LLC
(847) 736-7954

3701 Algonquin Rd Ste 150
Rolling Meadows, IL 60008-3122
View on Map
(847) 736-7954

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Danielle M Dahn, CFP®

TIAA-CREF
(312) 345-5673

200 N La Salle St Ste 1600
Chicago, IL 60601-1029
View on Map

Compensation Method: Salary
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Intergenerational Planning

Contact
Michael P McNitt, CFP®

Harris Bank
(847) 508-6791

824 N Western Ave
Lake Forest, IL 60045-1703
View on Map
(847) 508-6791

520 Green Bay Rd
Winnetka, IL 60093-2552
View on Map
(847) 604-5342

Compensation Method: Salary
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Banking, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

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