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Find Top Financial Advisors in Bloomington, Illinois

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Bloomington, Illinois

Last Updated - 19-Sep-2023

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

Qualified Financial Advisors in Bloomington, Illinois

Financial Advisor Experience AUM Minimum Assets Fee Structure
Creekmur Wealth Advisors
805 W. Jackson St.,
STE. #301,
Morton, IL 61550
Not Disclosed $315,000,000 $100,000 Fee-Based

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Information on Qualified Financial Advisors in Bloomington, Illinois

Qualifications Firm CRD# 306903
Series 6, 7, 63, 65, 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets

Office Location 805 W. Jackson St.,
STE. #301,
Phone Number 309-925-2043

About Creekmur Wealth Advisors

Creekmur Wealth Advisors

Creekmur Wealth has been working with their clients since 1995 to help them clearly define the goals and dreams that they have, then designing a plan to help them live those goals and dream out. We are a full service, comprehensive financial planning firm that will look at all areas of your financial life (retirement income, taxes, investments, insurance, and estate planning) to make sure that they are working as efficiently as possible. Walking side by side with our clients through the highs and lows of life, market cycles, and everything in between is what we are passionate about. We look forward to working with you!

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities

Customer Reviews

Top Financial Advisor Firms in Bloomington, Illinois (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
One State Farm Plaza, B-2, Bloomington, IL 61710-0001
22 4 $10,849,542,163
A percentage of AUM
1702 Tullamore Ave, Suite B, Bloomington, IL 61704
3 533 $123,874,927
A percentage of AUM

    List of Additional Advisors in Bloomington, Illinois*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    409 S Prospect Rd, Ste E, Bloomington, IL  61704 309-828-9501
    409 S Prospect Rd, Ste E, Bloomington, IL  61704 309-828-9501
    2404 E. Empire St., Suite 213-215, Bloomington, IL  61704 309-420-0100
    1 Brickyard Drive, Suite 201, Bloomington, IL  61701 309-590-9900
    202 S Eldorado Rd, Ste D3, Bloomington, IL  61704 309-663-8918
    2101 Eastland Drive, Suite C, Bloomington, IL  61704 309-533-7211
    2416 E Washington St, Ste C-1, Bloomington, IL  61704 309-662-2670
    2501 E College Ave, Suite D, Bloomington, IL  61704 309-452-0035
    1703 Clearwater Ave, Ste 100, Bloomington, IL  61704 309-451-9742
    3703 Ireland Grove Rd, Suite 2, Bloomington, IL  61704 309-664-0805

      Frequently Asked Questions

      Financial advisors in Illinois may offer a range of services, including investment management, retirement planning, tax planning, estate planning, and insurance. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor.

      When choosing a financial advisor in Illinois, it's important to consider an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the 5 Things to Consider When Hiring a Financial Advisor.

      A financial advisor in Illinois can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and recommending investment strategies to help you achieve those goals. They can also provide guidance on college savings vehicles, such as 529 plans, and help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

      To find a reputable financial advisor in Illinois, you have several options. You can conduct thorough research and perform a background check using regulatory bodies like FINRA BrokerCheck and the SEC, as they uphold strict ethical standards. Additionally, check online reviews, seek referrals from trusted individuals, and verify the advisor's credentials and track record. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare vetted advisors tailored to your specific needs.

      To find a trustworthy financial advisor in Illinois who can assist with your retirement planning, it is recommended to thoroughly assess each advisor's experience, credentials, and track record of working with clients for their retirement. Taking the time to evaluate these factors will help you find a trustworthy advisor who can provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

      During your first meeting with a financial advisor in Illinois, you can expect to discuss your financial goals and concerns, as well as your current financial situation. The planner may ask questions about your income, expenses, assets, and liabilities, as well as your risk tolerance and investment preferences. Based on this information, the planner can develop a personalized plan to help you in achieving your financial goals. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.