What are your credentials and how long have you been practicing in Illinois?

This is an important question to ask any financial advisor to understand their qualifications and experience level.

Are you registered with FINRA, the SEC, or a state regulator? Can I verify your standing via BrokerCheck or other public databases?

Always verify an advisor's regulatory standing through official sources such as FINRA BrokerCheck or SEC IAPD.

How do you charge for your services (fee-only, fee-based, commission, AUM-based)?

Understanding how an advisor is compensated helps you evaluate potential conflicts of interest.

Do you have a fiduciary duty to act in my best interest at all times?

Fiduciary advisors are legally required to put your interests first, which provides important consumer protection.

How familiar are you with Bitcoin and digital assets? What training or certifications do you have in this area?

Confirm the advisor's specific knowledge of Bitcoin and cryptocurrency through credentials like CBDA℠ or relevant experience.

Home AdvisorsIllinois

Bitcoin Financial Advisors in Illinois

2 Vetted Professionals • CBDA℠, CRPC®

Bitcoin in Illinois

Market snapshot and regulatory overview

State Capital Gains Tax

4.95%

Moderate Tax

Bitcoin Businesses

140+

Active companies

Regulatory Stance

Neutral

Business climate

Adoption Level

Growing

Market maturity

Illinois, home to Chicago's robust financial services industry, has developed a mature ecosystem for cryptocurrency investment and Bitcoin financial advisory. The state's derivatives markets and institutional investment infrastructure provide sophisticated tools for Bitcoin exposure. Illinois-based financial advisors specializing in cryptocurrency help clients leverage these resources while navigating state tax considerations, implementing secure custody solutions, and integrating Bitcoin into diversified investment portfolios.

Disclaimer: Tax rates and regulations subject to change. Bitcoin business counts are estimates. Consult with a qualified tax professional for personalized advice.

Bitcoin Wealth Platform is a directory that lists financial advisors and professionals who may be familiar with Bitcoin and digital assets. We gather information from public sources and voluntary submissions. Advisors appearing on this page have indicated some degree of knowledge or interest in Bitcoin. This directory is for informational purposes—it is not an endorsement, referral, or recommendation. Bitcoin Wealth Platform does not verify credentials, check backgrounds, or audit the advisors listed here. All advice, services, and agreements are between you and the advisor you contact. Please perform your own due diligence before working with any professional.

How to Use This State Page

This page lists advisors in Illinois who have indicated awareness of Bitcoin and digital assets. The information you see here is compiled from publicly available sources and from submissions by the advisors themselves.

What you'll find: Each advisor listing shows credentials, location, and a brief description. You can filter by credentials such as CFP®, CBDA℠, CPA, or EA if you're looking for specific qualifications.

What we don't provide: We do not conduct background checks, verify credentials in real time, or audit any advisor's claims. We do not receive payment for ranking or placement on this page.

Next steps: Visit individual advisor profiles to learn more about their practice. We encourage you to interview multiple advisors, ask detailed questions, verify credentials independently (via CFP Board, state licensing boards, FINRA BrokerCheck, etc.), and ensure any advisor you choose is a good fit for your needs. For comprehensive guidance, see our guide on choosing a Bitcoin-aware financial advisor.

Questions to Ask Advisors in Illinois

When speaking with any advisor in Illinois, consider asking these questions to better understand their approach, qualifications, and fit for your needs:

What are your credentials and how long have you been practicing in Illinois?
Are you registered with FINRA, the SEC, or a state regulator? Can I verify your standing via BrokerCheck or other public databases?
How do you charge for your services (fee-only, fee-based, commission, AUM-based)?
Do you have a fiduciary duty to act in my best interest at all times?
How familiar are you with Bitcoin and digital assets? What training or certifications do you have in this area?
How do you stay current with changes in Bitcoin regulation, tax treatment, and custody best practices?
Can you provide references or case studies (respecting client confidentiality) that demonstrate your experience with Bitcoin-related planning?
What is your process for coordinating with my tax professional or attorney if I hold Bitcoin or plan to acquire it?
Do you have errors and omissions insurance, and what consumer protections are in place if something goes wrong?

Certified Bitcoin Financial Advisors in Illinois

Barrington, IL (1 Advisor)

Stephanie Hagan

Retirement Planning Counselor

Barrington, IL

CBDA℠CRPC®

Stephanie Hagan is a seasoned Retirement Planning Counselor at Carter Financial Group, bringing over 25 years of diverse experience in the financial services industry to her clients. She believes that education and a comprehensive understanding of one’s financial position are essential for making informed decisions that pave the way toward achieving personal dreams and goals. Her guiding principle, “You have to understand it to achieve it,” underscores her commitment to empowering clients on their financial journeys. Stephanie began her career on the trading floor at the Chicago Board of Trade before transitioning to the corporate sector within the 401(k) industry. After 17 years of managing operations and administration for 401(k) plans, she dedicated the last 14 years to working closely with individuals and families, helping them build a holistic financial picture that includes their qualified employer savings. Her extensive experience positions her uniquely to address the complexities of retirement planning with clarity and compassion. As an Investment Adviser Representative, Stephanie holds both Series 7 and 66 securities registrations, as well as Illinois Life and Health Insurance licenses. In 2018, she earned her Certified Retirement Planning Counselor (CRPC®) certification, further enhancing her ability to guide clients through the intricacies of retirement planning. Outside of her professional commitments, Stephanie enjoys spending quality time with her family, where she finds inspiration and joy in the everyday moments that life offers.

Fox River Grove, IL (1 Advisor)

Joey Bunton

Senior Financial Advisor

Fox River Grove, IL

CBDA℠

Joey Bunton is a Senior Financial Advisor at The Tranel Financial Group, where he excels in demystifying the complexities of financial planning. With a deep commitment to fostering lasting relationships, Joey is dedicated to guiding clients and their families through the various stages of financial life and retirement. He understands that each client has unique goals, and he is passionate about helping them achieve their vision of success. Drawing on his extensive experience and expertise, Joey is determined to provide high-level investment planning and exceptional service tailored to each individual's needs. He specializes in bringing clarity to financial situations, regardless of their complexity. Through The Tranel Financial Group’s Faithful Watch Program, Joey ensures that clients receive ongoing support and guidance as their financial journeys evolve. Outside of his professional pursuits, Joey enjoys spending quality time with his family, reinforcing the values of connection and support that he brings to his work.

Important Disclaimers

Not an Endorsement or Referral

Listing on Bitcoin Wealth Platform does not constitute an endorsement, recommendation, or referral. We do not evaluate the quality of any advisor's services, nor do we guarantee results. All professional relationships and agreements are solely between you and the advisor you choose.

Do Your Own Research

Before engaging any advisor, verify credentials independently through official sources such as:

CFP Board: Verify CFP® certification at CFP.net/verify
FINRA BrokerCheck: Check registration and disciplinary history at BrokerCheck.FINRA.org
SEC Investment Adviser Public Disclosure: Search for RIAs at adviserinfo.sec.gov
State Licensing Boards: Verify CPA, EA, and other state-issued credentials with the relevant state board
DACFP: Confirm CBDA℠ certification at DACFP.com

No Compensation for Placement

Bitcoin Wealth Platform does not accept payment from advisors for preferential placement or ranking. Featured advisors may be highlighted for editorial reasons or to showcase diversity of credentials and locations, but we do not sell placement.

Tax and Regulatory Information

State tax rates, regulatory stances, and Bitcoin business counts displayed on this page are estimates and subject to change. This information is provided for general informational purposes only and should not be relied upon as tax, legal, or investment advice. Always consult with qualified professionals for advice specific to your situation.

Limitation of Liability

Bitcoin Wealth Platform is not responsible for any losses, damages, or disputes arising from your use of this directory or your engagement with any advisor listed here. Use of this website is at your own risk.

Explore More Advisors

Looking for advisors with specific credentials or in other locations? Browse by credential or explore other states.