Ccp, Inc.

Ccp, Inc. (CRD# 109692) is a financial advisory firm headquartered in Palatine, IL. They manage $136,813,000 in 322 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $424,885
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, TX

Financial Advisors at Ccp, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Alfred S. Roberts
CRD#: 2949885
4801 Emerson, Suite 106, Palatine, IL 60067
96
Wealthminder
score

Alfred Roberts (CRD# 2949885) is an Investment Advisor Representative working at Ccp, Inc. in Palatine, IL and has over 19 years of experience in the finance industry. Alfred Roberts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stacie L. Knotek
CRD#: 5071764
4801 Emerson, Suite 106, Palatine, IL 60067
90
Wealthminder
score

Stacie Knotek (CRD# 5071764) is an Investment Advisor Representative working at Ccp, Inc. in Palatine, IL and has 1 year of experience in the finance industry. Stacie Knotek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Carin E. Pankros
CRD#: 4163473
4801 Emerson Avenue, Suite 106, Palatine, IL 60067
90
Wealthminder
score

Carin Pankros (CRD# 4163473) is an Investment Advisor Representative working at Ccp, Inc. in Palatine, IL and has 1 year of experience in the finance industry. Carin Pankros has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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