Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Bettendorf, IA
Every SEC-registered financial advisor at a firm office in Bettendorf who lists the Chartered Financial Analyst designation, A to Z.
3 CFA charterholders work in Bettendorf; the most are at Passage Global Capital Management, LLC (2). 0 are also registered broker representatives.
CFA advisors in Bettendorf, A to Z
Every advisor in Bettendorf →- Oguz S. ErsanPassage Global Capital Management, LLC · Chartered Financial Analyst
- Christopher J. FunaroPassage Global Capital Management, LLC · Chartered Financial Analyst
- Ethan R. GoodNikulski Financial, Inc. · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in Bettendorf
Passage Global Capital Management, LLC 2Nikulski Financial, Inc. 1
CFA advisors in other Iowa cities
All of Iowa →Questions
How many CFA financial advisors are in Bettendorf, IA?
3 SEC-registered investment adviser representatives at firm offices in Bettendorf, Iowa list the CFA designation; Passage Global Capital Management, LLC employs the most of them (2).
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 Bettendorf?
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.