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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Zionsville, IN

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

The short answer

3 CFA charterholders work in Zionsville; the most are at Storen Financial (1). 1 are also registered broker representatives.

CFA advisors in Zionsville, A to Z

Every advisor in Zionsville →

Firms with the most CFA charterholders in Zionsville

Storen Financial 1Two Fish Management 1Waverly Advisors, LLC 1

CFA advisors in other Indiana cities

All of Indiana →

Carmel 37Indianapolis 34Columbus 6Evansville 5Fort Wayne 5Hammond 5Auburn 4Fishers 3

Questions

How many CFA financial advisors are in Zionsville, IN?

3 SEC-registered investment adviser representatives at firm offices in Zionsville, Indiana list the CFA designation; Storen Financial employs the most of them (1).

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 Zionsville?

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.