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Advisors / Illinois / Vernon Hills
11yrs

Cheryl Duda

Financial advisor at LPL Financial

Cheryl Duda is a fiduciary financial advisor in Vernon Hills, Illinois, with 11 years in the industry. After three years at Merrill and two years at Morningside Asset Management, Cheryl joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. Cheryl holds the CFA designation.

One of 41 advisors with offices in Vernon Hills, and one of 38 fiduciaries.

Vernon Hills, IL 60061CFAFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience11 years (since 2015)
How that compares ?11 years in the industry
Office863 N. Milwaukee Avenue Suite. 500, Vernon Hills, IL 60061
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. May 2026 – now
    LPL Financial LLCCurrent firm
  2. 2023 – 2026
    MerrillPreviously
  3. Mar 2021 – Dec 2022
    Morningside Asset ManagementPreviously
  4. 2015 – 2020
    Morningside Asset ManagementPreviously

Questions to ask Cheryl

Tailored to Cheryl’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Cheryl

How do I contact Cheryl?

Call LPL Financial at (704) 733-3300 and ask for Cheryl Duda. Cheryl works from the Vernon Hills, IL office.

How long has Cheryl been a financial advisor?

Cheryl has been in the industry since 2015, about 11 years. 11 years in the industry.

What licenses does Cheryl hold?

Series 66. Tap any license on this page to see what it allows.

Is Cheryl a fiduciary?

Cheryl is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Cheryl paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cheryl for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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