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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Ofallon, MO

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

3 CFA charterholders work in Ofallon; the most are at Core Planning (3). 0 are also registered broker representatives.

CFA advisors in Ofallon, A to Z

Every advisor in Ofallon →
  • Daniel W. FarrellCore Planning · Chartered Financial Analyst
  • Mariko O. GordonCore Planning · Certified Financial Planner, Chartered Financial Analyst
  • Marcel M. MiuCore Planning · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Ofallon

Core Planning 3

CFA advisors in other Missouri cities

All of Missouri →

St. Louis 215St Louis 23Clayton 20Kansas City 17Saint Louis 14Chesterfield 7Springfield 5

Questions

How many CFA financial advisors are in Ofallon, MO?

3 SEC-registered investment adviser representatives at firm offices in Ofallon, Missouri list the CFA designation; Core Planning 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 Ofallon?

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.