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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Columbus, IN

Every SEC-registered financial advisor at a firm office in Columbus who lists the Chartered Financial Analyst designation, A to Z.

5 CFA charterholders work in Columbus; the most are at Kirr, Marbach & Company, LLC (3). 0 are also registered broker representatives.

CFA advisors in Columbus, A to Z

Every advisor in Columbus →
  • Anthony S. AyersSmi Advisory Services, LLC · Chartered Financial Analyst
  • Mark D. FosterKirr, Marbach & Company, LLC · Chartered Financial Analyst
  • Mickey KimKirr, Marbach & Company, LLC · Chartered Financial Analyst
  • David M. KirrKirr, Marbach & Company, LLC · Chartered Financial Analyst
  • Paul L. WilkinSmi Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Columbus

Kirr, Marbach & Company, LLC 3Smi Advisory Services, LLC 2

CFA advisors in other Indiana cities

All of Indiana →

Carmel 39Indianapolis 34Evansville 5Fort Wayne 5Hammond 5Auburn 3

Questions

How many CFA financial advisors are in Columbus, IN?

5 SEC-registered investment adviser representatives at firm offices in Columbus, Indiana list the CFA designation; Kirr, Marbach & Company, LLC employs the most of them (3).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Columbus?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.